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PlanVest Financial’s Advanced Micro Devices AMD Stock Holding History

PlanVest Financial’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 		$554K Buy
953
+250
+36% +$102K 0.37% 50
2026
Q1 		$143K Buy
+703
New +$150K 0.11% 114

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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PlanVest Financial's AMD Position: Q2 2026 in Review

PlanVest Financial increased its Advanced Micro Devices (AMD) stake by 36% in Q2 2026, buying an estimated $102K and bringing the position to 953 shares worth $554K. The position accounts for 0.37% of the portfolio, ranked #50.

PlanVest Financial first reported a position in AMD in Q1 2026 and has held it in 2 quarters since. 3,810 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • PlanVest Financial held 953 shares of Advanced Micro Devices worth $554K as of Q2 2026.
  • PlanVest Financial bought 250 Advanced Micro Devices shares in Q2 2026, an estimated $102K.
  • Advanced Micro Devices made up 0.37% of PlanVest Financial's portfolio in Q2 2026, its #50 holding.
  • PlanVest Financial first reported a position in Advanced Micro Devices in Q1 2026 and has held it in 2 quarters since.
  • 3,810 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.