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Cedar Cove Wealth Partners’s Applied Materials AMAT Stock Holding History

Cedar Cove Wealth Partners’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$955K Sell
1,321
-233
-15% -$108K 0.45% 36
2026
Q1 		$531K Sell
1,554
-84
-5% -$28.3K 0.28% 52
2025
Q4 		$421K Buy
+1,638
New +$393K 0.22% 61

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cedar Cove Wealth Partners's AMAT Position: Q2 2026 in Review

Cedar Cove Wealth Partners reduced its Applied Materials (AMAT) stake by 15% in Q2 2026, selling an estimated $108K and leaving 1,321 shares worth $955K. The position accounts for 0.45% of the portfolio, ranked #36.

Cedar Cove Wealth Partners first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Cedar Cove Wealth Partners held 1,321 shares of Applied Materials worth $955K as of Q2 2026.
  • Cedar Cove Wealth Partners sold 233 Applied Materials shares in Q2 2026, an estimated $108K.
  • Applied Materials made up 0.45% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Cedar Cove Wealth Partners first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.