Kestra Advisory Services
AMGN icon

Kestra Advisory Services’s Amgen AMGN Stock Holding History

Kestra Advisory Services’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
Q3 		$46.4M Buy
110,094
+30,895
+39% +$12.3M 0.13% 154
2026
Q2 		$28.7M Sell
79,199
-14,030
-15% -$4.8M 0.09% 226
2026
Q1 		$32.8M Sell
93,229
-1,348
-1% -$481K 0.12% 164
2025
Q4 		$31M Sell
94,577
-7,647
-7% -$2.43M 0.13% 150
2025
Q3 		$28.8M Buy
102,224
+11,175
+12% +$3.24M 0.13% 149
2025
Q2 		$25.4M Buy
91,049
+2,792
+3% +$791K 0.12% 150
2025
Q1 		$27.5M Sell
88,257
-2,263
-3% -$668K 0.13% 122
2024
Q4 		$23.6M Sell
90,520
-17,654
-16% -$5.24M 0.13% 144
2024
Q3 		$34.9M Sell
108,174
-3,466
-3% -$1.13M 0.19% 108
2024
Q2 		$34.9M Buy
111,640
+31,058
+39% +$9.12M 0.19% 99
2024
Q1 		$22.9M Buy
80,582
+16,407
+26% +$4.8M 0.15% 130
2023
Q4 		$18.5M Buy
64,175
+6,303
+11% +$1.72M 0.15% 133
2023
Q3 		$15.6M Buy
57,872
+995
+2% +$248K 0.15% 136
2023
Q2 		$12.6M Buy
56,877
+16,444
+41% +$3.82M 0.13% 181
2023
Q1 		$9.8M Sell
40,433
-15,477
-28% -$3.8M 0.11% 210
2022
Q4 		$14.7M Sell
55,910
-9,718
-15% -$2.61M 0.13% 180
2022
Q3 		$14.8M Buy
65,628
+1,963
+3% +$476K 0.16% 149
2022
Q2 		$15.5M Buy
63,665
+21,668
+52% +$5.31M 0.16% 138
2022
Q1 		$10.2M Sell
41,997
-8,361
-17% -$1.92M 0.11% 211
2021
Q4 		$11.3M Buy
50,358
+1,933
+4% +$408K 0.11% 201
2021
Q3 		$10.3M Buy
48,425
+2,031
+4% +$467K 0.1% 214
2021
Q2 		$11.3M Sell
46,394
-1,014
-2% -$249K 0.13% 180
2021
Q1 		$11.8M Sell
47,408
-176
-0.4% -$42K 0.15% 162
2020
Q4 		$10.8M Buy
47,584
+11,323
+31% +$2.61M 0.13% 192
2020
Q3 		$9.18M Buy
+36,261
New +$8.98M 0.17% 155

Other funds holding AMGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Kestra Advisory Services's AMGN Position: Q3 2026 in Review

Kestra Advisory Services increased its Amgen (AMGN) stake by 39% in Q3 2026, buying an estimated $12.3M and bringing the position to 110,094 shares worth $46.4M. The position accounts for 0.13% of the portfolio, ranked #154.

Kestra Advisory Services first reported a position in AMGN in Q3 2020 and has held it in 25 quarters since. 2,161 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Kestra Advisory Services held 110,094 shares of Amgen worth $46.4M as of Q3 2026.
  • Kestra Advisory Services bought 30,895 Amgen shares in Q3 2026, an estimated $12.3M.
  • Amgen made up 0.13% of Kestra Advisory Services's portfolio in Q3 2026, its #154 holding.
  • Kestra Advisory Services first reported a position in Amgen in Q3 2020 and has held it in 25 quarters since.
  • 2,161 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.