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United Financial Planning Group’s Amgen AMGN Stock Holding History

United Financial Planning 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 		$40.1K Buy
111
+1
+0.9% +$342 0.02% 113
2026
Q1 		$38.8K Buy
110
+35
+47% +$12.5K 0.02% 95
2025
Q4 		$24.5K Buy
75
+5
+7% +$1.59K 0.01% 124
2025
Q3 		$19.8K Buy
+70
New +$20.3K 0.01% 122

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 Financial Planning Group's AMGN Position: Q2 2026 in Review

United Financial Planning Group increased its Amgen (AMGN) stake by 0.91% in Q2 2026, buying an estimated $342 and bringing the position to 111 shares worth $40.1K. The position accounts for 0.02% of the portfolio, ranked #113.

United Financial Planning Group first reported a position in AMGN in Q3 2025 and has held it in 4 quarters since. 3,146 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • United Financial Planning Group held 111 shares of Amgen worth $40.1K as of Q2 2026.
  • United Financial Planning Group bought 1 Amgen share in Q2 2026, an estimated $342.
  • Amgen made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #113 holding.
  • United Financial Planning Group first reported a position in Amgen in Q3 2025 and has held it in 4 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.