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Mark Sheptoff Financial Planning’s Amneal Pharmaceuticals AMRX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AMRX Stock Details AMRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.71K Hold
500
– – ﹤0.01% 391
2025
Q4 		$6.3K Buy
+500
New +$5.72K ﹤0.01% 398

Other funds holding AMRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mark Sheptoff Financial Planning's AMRX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Amneal Pharmaceuticals (AMRX) position steady in Q1 2026 at 500 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Mark Sheptoff Financial Planning first reported a position in AMRX in Q4 2025 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold AMRX as of Q1 2026.

  • Mark Sheptoff Financial Planning held 500 shares of Amneal Pharmaceuticals worth $6.71K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Amneal Pharmaceuticals share count unchanged in Q1 2026.
  • Amneal Pharmaceuticals made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #391 holding.
  • Mark Sheptoff Financial Planning first reported a position in Amneal Pharmaceuticals in Q4 2025 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held Amneal Pharmaceuticals as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.