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Optivise Advisory Services’s Amgen AMGN Stock Holding History

Optivise 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
Q1 		– Sell
-624
Closed -$204K – 187
2025
Q4 		$204K Sell
624
-128
-17% -$40.6K 0.12% 193
2025
Q3 		$212K Sell
752
-156
-17% -$45.2K 0.13% 179
2025
Q2 		$254K Buy
908
+67
+8% +$19K 0.13% 161
2025
Q1 		$262K Sell
841
-27
-3% -$7.97K 0.15% 147
2024
Q4 		$226K Buy
868
+142
+20% +$42.1K 0.12% 153
2024
Q3 		$234K Sell
726
-158
-18% -$51.7K 0.12% 152
2024
Q2 		$276K Buy
+884
New +$260K 0.15% 137

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Optivise Advisory Services's AMGN Position: Q1 2026 in Review

Optivise Advisory Services sold out of Amgen (AMGN) in Q1 2026, closing a stake of 624 shares — an estimated $204K sold.

Optivise Advisory Services first reported a position in AMGN in Q2 2024 and held it in 7 quarters. The position peaked at $276K in Q2 2024. 3,129 funds tracked by Wall St. Rank hold AMGN as of Q1 2026.

  • Optivise Advisory Services reported no remaining Amgen position as of Q1 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 624 Amgen shares in Q1 2026, an estimated $204K.
  • Optivise Advisory Services first reported a position in Amgen in Q2 2024 and held it in 7 quarters.
  • Optivise Advisory Services's Amgen position peaked at $276K in Q2 2024.
  • 3,129 funds tracked by Wall St. Rank held Amgen as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.