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Heritage Financial Services’s Advanced Micro Devices AMD Stock Holding History

Heritage Financial Services’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
2025
Q3 		– Sell
-1,544
Closed -$219K – 135
2025
Q2 		$219K Buy
+1,544
New +$168K 0.02% 115
2022
Q3 		– Sell
-506
Closed -$38K – 77
2022
Q2 		$38K Buy
+506
New +$47.4K 0.02% 183

Other funds holding AMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Financial Services's AMD Position: Q3 2025 in Review

Heritage Financial Services sold out of Advanced Micro Devices (AMD) in Q3 2025, closing a stake of 1,544 shares — an estimated $219K sold.

Heritage Financial Services first reported a position in AMD in Q2 2022 and held it in 2 quarters. The position peaked at $219K in Q2 2025. 2,677 funds tracked by Wall St. Rank hold AMD as of Q3 2025.

  • Heritage Financial Services reported no remaining Advanced Micro Devices position as of Q3 2025 after selling out during the quarter.
  • Heritage Financial Services sold 1,544 Advanced Micro Devices shares in Q3 2025, an estimated $219K.
  • Heritage Financial Services first reported a position in Advanced Micro Devices in Q2 2022 and held it in 2 quarters.
  • Heritage Financial Services's Advanced Micro Devices position peaked at $219K in Q2 2025.
  • 2,677 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q3 2025.

Based on Heritage Financial Services's 13F filing for Q3 2025, filed 30 Oct 2025.