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UP Strategic Wealth Investment Advisors’s Amgen AMGN Stock Holding History

UP Strategic Wealth Investment Advisors’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 		$263K Sell
644
-4
-0.6% -$1.37K 0.16% 83
2026
Q1 		$213K Hold
648
– – 0.13% 89
2025
Q4 		$249K Buy
+648
New +$206K 0.18% 75
2025
Q2 		– Sell
-683
Closed -$213K – 97
2025
Q1 		$213K Buy
+683
New +$202K 0.19% 81

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 $3.38T AUM 44.17% 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

UP Strategic Wealth Investment Advisors's AMGN Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors reduced its Amgen (AMGN) stake by 0.62% in Q2 2026, selling an estimated $1.37K and leaving 644 shares worth $263K. The position accounts for 0.16% of the portfolio, ranked #83.

UP Strategic Wealth Investment Advisors first reported a position in AMGN in Q1 2025 and has held it in 4 quarters since. 3,164 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 644 shares of Amgen worth $263K as of Q2 2026.
  • UP Strategic Wealth Investment Advisors sold 4 Amgen shares in Q2 2026, an estimated $1.37K.
  • Amgen made up 0.16% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Amgen in Q1 2025 and has held it in 4 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.