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Holistic Planning’s Advanced Micro Devices AMD Stock Holding History

Holistic Planning’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 		$1.39M Sell
2,395
-276
-10% -$113K 0.22% 105
2026
Q1 		$543K Buy
2,671
+535
+25% +$114K 0.11% 170
2025
Q4 		$457K Sell
2,136
-32
-1% -$7.19K 0.1% 171
2025
Q3 		$351K Buy
2,168
+84
+4% +$13.6K 0.09% 169
2025
Q2 		$296K Buy
+2,084
New +$227K 0.08% 175

Other funds holding AMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Holistic Planning's AMD Position: Q2 2026 in Review

Holistic Planning reduced its Advanced Micro Devices (AMD) stake by 10% in Q2 2026, selling an estimated $113K and leaving 2,395 shares worth $1.39M. The position accounts for 0.22% of the portfolio, ranked #105.

Holistic Planning first reported a position in AMD in Q2 2025 and has held it in 5 quarters since. 3,986 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Holistic Planning held 2,395 shares of Advanced Micro Devices worth $1.39M as of Q2 2026.
  • Holistic Planning sold 276 Advanced Micro Devices shares in Q2 2026, an estimated $113K.
  • Advanced Micro Devices made up 0.22% of Holistic Planning's portfolio in Q2 2026, its #105 holding.
  • Holistic Planning first reported a position in Advanced Micro Devices in Q2 2025 and has held it in 5 quarters since.
  • 3,986 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.