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Heritage Wealth Management (California)’s Advanced Micro Devices AMD Stock Holding History

Heritage Wealth Management (California)’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 		$721K Buy
1,241
+59
+5% +$24.2K 0.27% 53
2026
Q1 		$240K Sell
1,182
-8
-0.7% -$1.71K 0.13% 83
2025
Q4 		$255K Buy
+1,190
New +$267K 0.16% 77

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
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Heritage Wealth Management (California)'s AMD Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Advanced Micro Devices (AMD) stake by 5% in Q2 2026, buying an estimated $24.2K and bringing the position to 1,241 shares worth $721K. The position accounts for 0.27% of the portfolio, ranked #53.

Heritage Wealth Management (California) first reported a position in AMD in Q4 2025 and has held it in 3 quarters since. 1,030 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Heritage Wealth Management (California) held 1,241 shares of Advanced Micro Devices worth $721K as of Q2 2026.
  • Heritage Wealth Management (California) bought 59 Advanced Micro Devices shares in Q2 2026, an estimated $24.2K.
  • Advanced Micro Devices made up 0.27% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #53 holding.
  • Heritage Wealth Management (California) first reported a position in Advanced Micro Devices in Q4 2025 and has held it in 3 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.