Heritage Oak Wealth Advisors’s Advanced Micro Devices AMD Stock Holding History

Heritage Oak 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	$4.88M	Buy	8,406 +3,494	+71%	+$1.43M	1.44%	11
2026 Q1	$999K	Sell	4,912 -273	-5%	-$58.3K	0.32%	31
2025 Q4	$1.11M	Buy	+5,185	New	+$1.16M	0.41%	33
2024 Q4	–	Sell	-3,942	Closed	-$647K	–	80
2024 Q3	$647K	Buy	+3,942	New	+$599K	0.3%	53

Other funds holding AMD

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

Heritage Oak Wealth Advisors's AMD Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Advanced Micro Devices (AMD) stake by 71% in Q2 2026, buying an estimated $1.43M and bringing the position to 8,406 shares worth $4.88M. The position accounts for 1.44% of the portfolio, ranked #11.

Heritage Oak Wealth Advisors first reported a position in AMD in Q3 2024 and has held it in 4 quarters since. 1,310 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

Heritage Oak Wealth Advisors held 8,406 shares of Advanced Micro Devices worth $4.88M as of Q2 2026.
Heritage Oak Wealth Advisors bought 3,494 Advanced Micro Devices shares in Q2 2026, an estimated $1.43M.
Advanced Micro Devices made up 1.44% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Heritage Oak Wealth Advisors first reported a position in Advanced Micro Devices in Q3 2024 and has held it in 4 quarters since.
1,310 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.