Root Financial Partners
AMGN icon

Root Financial Partners’s Amgen AMGN Stock Holding History

Root Financial Partners’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 		$693K Sell
1,643
-90
-5% -$35.9K 0.02% 184
2026
Q2 		$628K Buy
1,733
+242
+16% +$82.8K 0.02% 167
2026
Q1 		$525K Buy
1,491
+58
+4% +$20.7K 0.02% 154
2025
Q4 		$469K Buy
1,433
+228
+19% +$72.3K 0.02% 174
2025
Q3 		$340K Buy
1,205
+107
+10% +$31K 0.02% 196
2025
Q2 		$307K Buy
1,098
+201
+22% +$56.9K 0.03% 178
2025
Q1 		$280K Buy
897
+128
+17% +$37.8K 0.03% 165
2024
Q4 		$200K Buy
769
+118
+18% +$35K 0.02% 207
2024
Q3 		$210K Buy
+651
New +$213K 0.03% 147

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Root Financial Partners's AMGN Position: Q3 2026 in Review

Root Financial Partners reduced its Amgen (AMGN) stake by 5.2% in Q3 2026, selling an estimated $35.9K and leaving 1,643 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #184.

Root Financial Partners first reported a position in AMGN in Q3 2024 and has held it in 9 quarters since. 1,494 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Root Financial Partners held 1,643 shares of Amgen worth $693K as of Q3 2026.
  • Root Financial Partners sold 90 Amgen shares in Q3 2026, an estimated $35.9K.
  • Amgen made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #184 holding.
  • Root Financial Partners first reported a position in Amgen in Q3 2024 and has held it in 9 quarters since.
  • 1,494 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.