MOTIVE WEALTH ADVISORS AMD — ADVANCED MICRO DEVICES INC

Ownership history in MOTIVE WEALTH ADVISORS  ·  8 quarters on record

AI Ownership Summary

MOTIVE WEALTH ADVISORS reported ADVANCED MICRO DEVICES INC (AMD) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.2% in 2024 Q1. The latest visible filing shows AMD at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOTIVE WEALTH ADVISORS's position in ADVANCED MICRO DEVICES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMD was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMD stock page MOTIVE WEALTH ADVISORS fund profile MOTIVE WEALTH ADVISORS full holdings
How MOTIVE WEALTH ADVISORS held AMD — position size vs. price
% of Fund (quarterly)    AMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,011 +2 +0.1% 0.19% $409K 2026-04-15 $258.12
2025 Q4 REDUCED — — — 2,009 -26 -1.3% 0.18% $430K 2026-01-15 $227.92
2025 Q3 REDUCED — — — 2,035 -55 -2.6% 0.14% $329K 2025-10-20 $240.56
2025 Q2 ADDED — — — 2,090 +166 +8.6% 0.14% $297K 2025-07-16 $160.08
2024 Q4 ADDED — — — 1,924 +184 +10.6% 0.12% $232K 2025-01-21 $122.28
2024 Q3 UNCHANGED — — — 1,740 — 0% 0.17% $282K 2024-10-15 $156.64
2024 Q2 REDUCED 5.7% +1.1% ❌ 1,740 -105 -5.7% 0.17% $282K 2024-07-22 $155.87
2024 Q1 INITIATED — — — 1,845 — — 0.20% $333K 2024-05-06 $155.78

🏢 Other funds also holding AMD

As of 2026 Q1 — sorted by position size

Step Capital Management Pte. Ltd. 15.72% OSSIAM 3Y 7Y 14.22% Dream Peak Capital Ltd 13.57% Totem Point Management, LLC 3Y 7Y 10.96% Summa Corp. 10.3% Family Legacy Financial Solutions, LLC 9.83% LIGHT STREET CAPITAL MANAGEMENT, LLC 3Y 7Y 8.35% AI-Squared Management Ltd 8.28% ADAPT Investment Managers SA 8.08% OPTIMAS CAPITAL Ltd 3Y 7.63%

FAQ About MOTIVE WEALTH ADVISORS and AMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOTIVE WEALTH ADVISORS reported owning AMD?

MOTIVE WEALTH ADVISORS reported AMD across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AMD position in MOTIVE WEALTH ADVISORS's portfolio?

The largest reported portfolio weight for AMD was 0.20% in 2024 Q1.

What is the latest reported AMD position on this page?

The most recent filing on this page is 2026 Q1, when MOTIVE WEALTH ADVISORS reported 2,011 shares, equal to 0.19% of portfolio, with an estimated market value of $409K.

What does the chart on this AMD ownership page compare?

The chart compares MOTIVE WEALTH ADVISORS's quarterly AMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MOTIVE WEALTH ADVISORS time their AMD position?

Based on 13F filing dates vs. subsequent AMD price moves, MOTIVE WEALTH ADVISORS correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on AMD relative to SPY over the holding period was +9.6%.

← Back to MOTIVE WEALTH ADVISORS Holdings