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Invera Wealth Advisors’s Advanced Micro Devices AMD Stock Holding History

Invera 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 		$4.19M Sell
7,216
-933
-11% -$383K 2.25% 14
2026
Q1 		$1.66M Sell
8,149
-179
-2% -$38.2K 1.06% 29
2025
Q4 		$1.78M Sell
8,328
-796
-9% -$179K 1.13% 26
2025
Q3 		$1.48M Sell
9,124
-432
-5% -$69.7K 0.91% 34
2025
Q2 		$1.36M Sell
9,556
-3,109
-25% -$338K 0.88% 35
2025
Q1 		$1.3M Buy
+12,665
New +$1.41M 0.84% 38
2024
Q2 		– Sell
-14,615
Closed -$2.27M – 50
2024
Q1 		$2.27M Buy
14,615
+576
+4% +$101K 1.92% 19
2023
Q4 		$2.07M Buy
+14,039
New +$1.65M 1.29% 27

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

Invera Wealth Advisors's AMD Position: Q2 2026 in Review

Invera Wealth Advisors reduced its Advanced Micro Devices (AMD) stake by 11% in Q2 2026, selling an estimated $383K and leaving 7,216 shares worth $4.19M. The position accounts for 2.25% of the portfolio, ranked #14.

Invera Wealth Advisors first reported a position in AMD in Q4 2023 and has held it in 8 quarters since. 3,997 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Invera Wealth Advisors held 7,216 shares of Advanced Micro Devices worth $4.19M as of Q2 2026.
  • Invera Wealth Advisors sold 933 Advanced Micro Devices shares in Q2 2026, an estimated $383K.
  • Advanced Micro Devices made up 2.25% of Invera Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Invera Wealth Advisors first reported a position in Advanced Micro Devices in Q4 2023 and has held it in 8 quarters since.
  • 3,997 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.