Envestnet Portfolio Solutions
AMAT icon

Envestnet Portfolio Solutions’s Applied Materials AMAT Stock Holding History

Envestnet Portfolio Solutions’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 		$45.5M Sell
62,962
-24,026
-28% -$11.1M 0.22% 77
2026
Q1 		$29.7M Sell
86,988
-4,221
-5% -$1.42M 0.16% 86
2025
Q4 		$23.4M Sell
91,209
-4,717
-5% -$1.13M 0.08% 121
2025
Q3 		$19.6M Buy
95,926
+6,670
+7% +$1.21M 0.07% 136
2025
Q2 		$16.3M Buy
89,256
+11,961
+15% +$1.9M 0.06% 152
2025
Q1 		$11.2M Sell
77,295
-6,273
-8% -$1.05M 0.04% 209
2024
Q4 		$13.6M Sell
83,568
-5,006
-6% -$907K 0.04% 201
2024
Q3 		$17.9M Sell
88,574
-9,821
-10% -$2.01M 0.06% 158
2024
Q2 		$23.2M Buy
98,395
+3,592
+4% +$771K 0.08% 124
2024
Q1 		$19.6M Buy
94,803
+16,871
+22% +$3.1M 0.07% 132
2023
Q4 		$12.6M Buy
77,932
+4,158
+6% +$611K 0.05% 180
2023
Q3 		$10.2M Buy
+73,774
New +$10.6M 0.05% 187

Other funds holding AMAT

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Envestnet Portfolio Solutions's AMAT Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Applied Materials (AMAT) stake by 28% in Q2 2026, selling an estimated $11.1M and leaving 62,962 shares worth $45.5M. The position accounts for 0.22% of the portfolio, ranked #77.

Envestnet Portfolio Solutions first reported a position in AMAT in Q3 2023 and has held it in 12 quarters since. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Envestnet Portfolio Solutions held 62,962 shares of Applied Materials worth $45.5M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 24,026 Applied Materials shares in Q2 2026, an estimated $11.1M.
  • Applied Materials made up 0.22% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #77 holding.
  • Envestnet Portfolio Solutions first reported a position in Applied Materials in Q3 2023 and has held it in 12 quarters since.
  • 3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.