Holistic Financial Partners’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Holistic Financial Partners's AMAT Position: Q2 2026 in Review
Holistic Financial Partners reduced its Applied Materials (AMAT) stake by 35% in Q2 2026, selling an estimated $134K and leaving 548 shares worth $396K. The position accounts for 0.24% of the portfolio, ranked #59.
Holistic Financial Partners first reported a position in AMAT in Q4 2017 and has held it in 5 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Holistic Financial Partners held 548 shares of Applied Materials worth $396K as of Q2 2026.
- Holistic Financial Partners sold 291 Applied Materials shares in Q2 2026, an estimated $134K.
- Applied Materials made up 0.24% of Holistic Financial Partners's portfolio in Q2 2026, its #59 holding.
- Holistic Financial Partners first reported a position in Applied Materials in Q4 2017 and has held it in 5 quarters since.
- 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.