Opal Wealth Advisors
AMGN icon

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
Q3 		$585K Sell
1,387
-7
-0.5% -$2.79K 0.12% 90
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

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Opal Wealth Advisors's AMGN Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Amgen (AMGN) stake by 0.5% in Q3 2026, selling an estimated $2.79K and leaving 1,387 shares worth $585K. The position accounts for 0.12% of the portfolio, ranked #90.

Opal Wealth Advisors first reported a position in AMGN in Q4 2020 and has held it in 16 quarters since. 2,318 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Opal Wealth Advisors held 1,387 shares of Amgen worth $585K as of Q3 2026.
  • Opal Wealth Advisors sold 7 Amgen shares in Q3 2026, an estimated $2.79K.
  • Amgen made up 0.12% of Opal Wealth Advisors's portfolio in Q3 2026, its #90 holding.
  • Opal Wealth Advisors first reported a position in Amgen in Q4 2020 and has held it in 16 quarters since.
  • 2,318 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.