China Universal Asset Management Company’s Applied Materials AMAT Stock Holding History

China Universal Asset Management Company’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	$29.7M	Buy	41,061 +3,778	+10%	+$1.74M	1.78%	11
2026 Q1	$12.7M	Buy	37,283 +14,739	+65%	+$4.96M	0.96%	26
2025 Q4	$5.79M	Buy	22,544 +1,513	+7%	+$363K	0.44%	49
2025 Q3	$4.31M	Buy	21,031 +2,811	+15%	+$510K	0.36%	60
2025 Q2	$3.34M	Sell	18,220 -1,847	-9%	-$293K	0.31%	65
2025 Q1	$2.91M	Buy	20,067 +6,651	+50%	+$1.12M	0.27%	78
2024 Q4	$2.18M	Sell	13,416 -13,316	-50%	-$2.41M	0.2%	103
2024 Q3	$5.4M	Sell	26,732 -1,533	-5%	-$314K	0.6%	37
2024 Q2	$6.67M	Buy	28,265 +22,848	+422%	+$4.9M	0.94%	29
2024 Q1	$1.12M	Buy	5,417 +3,765	+228%	+$691K	0.14%	121
2023 Q4	$268K	Sell	1,652 -1,465	-47%	-$215K	0.05%	181
2023 Q3	$432K	Buy	3,117 +2,169	+229%	+$311K	0.13%	113
2023 Q2	$137K	Buy	948 +692	+270%	+$86.6K	0.04%	145
2023 Q1	$31.4K	Buy	+256	New	+$29.4K	0.01%	182

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

China Universal Asset Management Company's AMAT Position: Q2 2026 in Review

China Universal Asset Management Company increased its Applied Materials (AMAT) stake by 10% in Q2 2026, buying an estimated $1.74M and bringing the position to 41,061 shares worth $29.7M. The position accounts for 1.78% of the portfolio, ranked #11.

China Universal Asset Management Company first reported a position in AMAT in Q1 2023 and has held it in 14 quarters since. 1,116 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

China Universal Asset Management Company held 41,061 shares of Applied Materials worth $29.7M as of Q2 2026.
China Universal Asset Management Company bought 3,778 Applied Materials shares in Q2 2026, an estimated $1.74M.
Applied Materials made up 1.78% of China Universal Asset Management Company's portfolio in Q2 2026, its #11 holding.
China Universal Asset Management Company first reported a position in Applied Materials in Q1 2023 and has held it in 14 quarters since.
1,116 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on China Universal Asset Management Company's 13F filing for Q2 2026, filed 24 Jul 2026.