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United Advisor Group’s Amgen AMGN Stock Holding History

United Advisor 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
2026
Q2 		$517K Sell
1,429
-84
-6% -$28.8K 0.05% 310
2026
Q1 		$532K Sell
1,513
-19
-1% -$6.77K 0.07% 271
2025
Q4 		$501K Sell
1,532
-56
-4% -$17.8K 0.06% 280
2025
Q3 		$448K Buy
1,588
+578
+57% +$168K 0.06% 280
2025
Q2 		$282K Buy
1,010
+89
+10% +$25.2K 0.05% 324
2025
Q1 		$287K Sell
921
-261
-22% -$77.1K 0.06% 280
2024
Q4 		$308K Buy
+1,182
New +$351K 0.06% 293

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Advisor Group's AMGN Position: Q2 2026 in Review

United Advisor Group reduced its Amgen (AMGN) stake by 5.6% in Q2 2026, selling an estimated $28.8K and leaving 1,429 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #310.

United Advisor Group first reported a position in AMGN in Q4 2024 and has held it in 7 quarters since. The position peaked at $532K in Q1 2026. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • United Advisor Group held 1,429 shares of Amgen worth $517K as of Q2 2026.
  • United Advisor Group sold 84 Amgen shares in Q2 2026, an estimated $28.8K.
  • Amgen made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #310 holding.
  • United Advisor Group first reported a position in Amgen in Q4 2024 and has held it in 7 quarters since.
  • United Advisor Group's Amgen position peaked at $532K in Q1 2026.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.