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

Rooted 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 		$1.15M Sell
1,987
-838
-30% -$344K 0.28% 59
2026
Q1 		$777K Sell
2,825
-422
-13% -$90.1K 0.2% 75
2025
Q4 		$650K Sell
3,247
-942
-22% -$212K 0.18% 78
2025
Q3 		$690K Buy
4,189
+973
+30% +$157K 0.21% 66
2025
Q2 		$471K Buy
3,216
+372
+13% +$40.5K 0.16% 72
2025
Q1 		$244K Buy
2,844
+530
+23% +$58.9K 0.11% 83
2024
Q4 		$295K Buy
2,314
+766
+49% +$110K 0.12% 79
2024
Q3 		$265K Buy
+1,548
New +$235K 0.12% 79

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 $3.38T AUM 44.17% 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

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

Rooted Wealth Advisors reduced its Advanced Micro Devices (AMD) stake by 30% in Q2 2026, selling an estimated $344K and leaving 1,987 shares worth $1.15M. The position accounts for 0.28% of the portfolio, ranked #59.

Rooted Wealth Advisors first reported a position in AMD in Q3 2024 and has held it in 8 quarters since. 4,008 funds tracked by Wall St. Rank hold AMD as of Q2 2026.

  • Rooted Wealth Advisors held 1,987 shares of Advanced Micro Devices worth $1.15M as of Q2 2026.
  • Rooted Wealth Advisors sold 838 Advanced Micro Devices shares in Q2 2026, an estimated $344K.
  • Advanced Micro Devices made up 0.28% of Rooted Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Rooted Wealth Advisors first reported a position in Advanced Micro Devices in Q3 2024 and has held it in 8 quarters since.
  • 4,008 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.