Atria Wealth Solutions’s Applied Materials AMAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,500
Closed -$569K 1859
2024
Q4
$569K Buy
+3,500
New +$634K 0.01% 1204

Other funds holding AMAT

Atria Wealth Solutions's AMAT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Applied Materials (AMAT) stake by 35% in Q2 2025, selling an estimated $2.14M and leaving 25,615 shares worth $4.72M. The position accounts for 0.11% of the portfolio, ranked #223.

Atria Wealth Solutions first reported a position in AMAT in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.3M in Q2 2024. 2,316 funds tracked by Wall St. Rank hold AMAT as of Q2 2025.

  • Atria Wealth Solutions held 25,615 shares of Applied Materials worth $4.72M as of Q2 2025.
  • Atria Wealth Solutions sold 13,495 Applied Materials shares in Q2 2025, an estimated $2.14M.
  • Applied Materials made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #223 holding.
  • Atria Wealth Solutions first reported a position in Applied Materials in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Applied Materials position peaked at $11.3M in Q2 2024.
  • 2,316 funds tracked by Wall St. Rank held Applied Materials as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.