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Valeo Financial Advisors’s Amgen AMGN Stock Holding History

Valeo Financial 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
2025
Q1 		– Sell
-1,100
Closed -$137K – 701
2024
Q4 		$137K Buy
+1,100
New +$326K ﹤0.01% 684

Other funds holding AMGN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Valeo Financial Advisors's AMGN Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Amgen (AMGN) stake by 7.3% in Q2 2026, selling an estimated $470K and leaving 17,375 shares worth $6.29M. The position accounts for 0.13% of the portfolio, ranked #78.

Valeo Financial Advisors first reported a position in AMGN in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.98M in Q4 2023. 1,055 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Valeo Financial Advisors held 17,375 shares of Amgen worth $6.29M as of Q2 2026.
  • Valeo Financial Advisors sold 1,372 Amgen shares in Q2 2026, an estimated $470K.
  • Amgen made up 0.13% of Valeo Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • Valeo Financial Advisors first reported a position in Amgen in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Amgen position peaked at $6.98M in Q4 2023.
  • 1,055 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.