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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
Q3 		$891K Buy
1,456
+6
+0.4% +$3.09K 0.07% 112
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Heartwood Wealth Advisors's AMD Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Advanced Micro Devices (AMD) stake by 0.41% in Q3 2026, buying an estimated $3.09K and bringing the position to 1,456 shares worth $891K. The position accounts for 0.07% of the portfolio, ranked #112.

Heartwood Wealth Advisors first reported a position in AMD in Q3 2025 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold AMD as of Q3 2026.

  • Heartwood Wealth Advisors held 1,456 shares of Advanced Micro Devices worth $891K as of Q3 2026.
  • Heartwood Wealth Advisors bought 6 Advanced Micro Devices shares in Q3 2026, an estimated $3.09K.
  • Advanced Micro Devices made up 0.07% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #112 holding.
  • Heartwood Wealth Advisors first reported a position in Advanced Micro Devices in Q3 2025 and has held it in 5 quarters since.
  • 272 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.