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Park Square Financial Group’s Amgen AMGN Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-238
Closed -$66.5K – 281
2025
Q2 		$66.5K Hold
238
– – 0.05% 257
2025
Q1 		$74.1K Sell
238
-261
-52% -$77.1K 0.06% 217
2024
Q4 		$130K Buy
+499
New +$148K 0.09% 138

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Park Square Financial Group's AMGN Position: Q3 2025 in Review

Park Square Financial Group sold out of Amgen (AMGN) in Q3 2025, closing a stake of 238 shares — an estimated $66.5K sold.

Park Square Financial Group first reported a position in AMGN in Q4 2024 and held it in 3 quarters. The position peaked at $130K in Q4 2024. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Park Square Financial Group reported no remaining Amgen position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 238 Amgen shares in Q3 2025, an estimated $66.5K.
  • Park Square Financial Group first reported a position in Amgen in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Amgen position peaked at $130K in Q4 2024.
  • 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.