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Intergy Private Wealth’s Amgen AMGN Stock Holding History

Intergy Private Wealth’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$294K Sell
811
-26
-3% -$8.9K 0.07% 104
2026
Q1 		$294K Buy
837
+178
+27% +$63.5K 0.09% 91
2025
Q4 		$216K Buy
+659
New +$209K 0.07% 108

Other funds holding AMGN

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Intergy Private Wealth's AMGN Position: Q2 2026 in Review

Intergy Private Wealth reduced its Amgen (AMGN) stake by 3.1% in Q2 2026, selling an estimated $8.9K and leaving 811 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #104.

Intergy Private Wealth first reported a position in AMGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $294K in Q1 2026. 748 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Intergy Private Wealth held 811 shares of Amgen worth $294K as of Q2 2026.
  • Intergy Private Wealth sold 26 Amgen shares in Q2 2026, an estimated $8.9K.
  • Amgen made up 0.07% of Intergy Private Wealth's portfolio in Q2 2026, its #104 holding.
  • Intergy Private Wealth first reported a position in Amgen in Q4 2025 and has held it in 3 quarters since.
  • Intergy Private Wealth's Amgen position peaked at $294K in Q1 2026.
  • 748 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.