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Heartwood Wealth Advisors’s Advanced Micro Devices AMD Stock Holding History

Heartwood Wealth Advisors’s Portfolio AMD Stock Details AMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$842K Hold
1,450
– – 0.07% 114
2026
Q1 		$295K Hold
1,450
– – 0.03% 177
2025
Q4 		$311K Buy
1,450
+615
+74% +$138K 0.03% 156
2025
Q3 		$135K Buy
+835
New +$135K 0.01% 228

Other funds holding AMD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Heartwood Wealth Advisors's AMD Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Advanced Micro Devices (AMD) position steady in Q2 2026 at 1,450 shares worth $842K. The position accounts for 0.07% of the portfolio, ranked #114.

Heartwood Wealth Advisors first reported a position in AMD in Q3 2025 and has held it in 4 quarters since. 1,314 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Heartwood Wealth Advisors held 1,450 shares of Advanced Micro Devices worth $842K as of Q2 2026.
  • Heartwood Wealth Advisors left its Advanced Micro Devices share count unchanged in Q2 2026.
  • Advanced Micro Devices made up 0.07% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Heartwood Wealth Advisors first reported a position in Advanced Micro Devices in Q3 2025 and has held it in 4 quarters since.
  • 1,314 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.