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Opal Wealth Advisors’s Amgen AMGN Stock Holding History

Opal Wealth Advisors’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 		$505K Sell
1,394
-3
-0.2% -$1.03K 0.11% 101
2026
Q1 		$492K Buy
1,397
+3
+0.2% +$1.07K 0.11% 96
2025
Q4 		$456K Sell
1,394
-6
-0.4% -$1.9K 0.12% 101
2025
Q3 		$395K Buy
1,400
+17
+1% +$4.93K 0.11% 112
2025
Q2 		$386K Sell
1,383
-21
-1% -$5.95K 0.11% 104
2025
Q1 		$437K Buy
1,404
+21
+2% +$6.2K 0.13% 91
2024
Q4 		$360K Sell
1,383
-16
-1% -$4.75K 0.11% 113
2024
Q3 		$451K Sell
1,399
-22
-2% -$7.2K 0.14% 86
2024
Q2 		$444K Sell
1,421
-11
-0.8% -$3.23K 0.14% 84
2024
Q1 		$407K Sell
1,432
-436
-23% -$128K 0.14% 100
2023
Q4 		$538K Buy
1,868
+34
+2% +$9.26K 0.21% 76
2023
Q3 		$493K Buy
1,834
+141
+8% +$35.2K 0.29% 58
2023
Q2 		$376K Buy
+1,693
New +$393K 0.19% 73
2021
Q3 		– Sell
-864
Closed -$211K – 83
2021
Q2 		$211K Buy
+864
New +$213K 0.2% 76
2021
Q1 		– Sell
-1,081
Closed -$249K – 84
2020
Q4 		$249K Buy
+1,081
New +$249K 0.31% 58

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Opal Wealth Advisors's AMGN Position: Q2 2026 in Review

Opal Wealth Advisors reduced its Amgen (AMGN) stake by 0.21% in Q2 2026, selling an estimated $1.03K and leaving 1,394 shares worth $505K. The position accounts for 0.11% of the portfolio, ranked #101.

Opal Wealth Advisors first reported a position in AMGN in Q4 2020 and has held it in 15 quarters since. The position peaked at $538K in Q4 2023. 1,554 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Opal Wealth Advisors held 1,394 shares of Amgen worth $505K as of Q2 2026.
  • Opal Wealth Advisors sold 3 Amgen shares in Q2 2026, an estimated $1.03K.
  • Amgen made up 0.11% of Opal Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Opal Wealth Advisors first reported a position in Amgen in Q4 2020 and has held it in 15 quarters since.
  • Opal Wealth Advisors's Amgen position peaked at $538K in Q4 2023.
  • 1,554 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.