Ninety One (UK)’s Applied Materials AMAT Stock Holding History

Ninety One (UK)’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 Q3	$833K	Buy	1,628 +1,469	+924%	+$746K	﹤0.01%	215
2026 Q2	$115K	Buy	+159	New	+$73.4K	﹤0.01%	245
2025 Q4	–	Sell	-150,137	Closed	-$30.7M	–	227
2025 Q3	$30.7M	Buy	150,137 +44	+0%	+$7.98K	0.07%	116
2025 Q2	$27.5M	Buy	+150,093	New	+$23.8M	0.06%	116
2023 Q3	–	Sell	-45,650	Closed	-$6.6M	–	180
2023 Q2	$6.6M	Sell	45,650 -214	-0.5%	-$26.8K	0.02%	161
2023 Q1	$5.63M	Hold	45,864	–	–	0.02%	160
2022 Q4	$4.47M	Buy	45,864 +19,266	+72%	+$1.85M	0.01%	170
2022 Q3	$2.18M	Hold	26,598	–	–	0.01%	174
2022 Q2	$2.42M	Sell	26,598 -7,249	-21%	-$795K	0.01%	173
2022 Q1	$4.46M	Sell	33,847 -70,490	-68%	-$9.7M	0.01%	178
2021 Q4	$16.4M	Hold	104,337	–	–	0.04%	157
2021 Q3	$13.4M	Sell	104,337 -43,136	-29%	-$5.86M	0.03%	168
2021 Q2	$21M	Sell	147,473 -39,604	-21%	-$5.31M	0.05%	158
2021 Q1	$25M	Hold	187,077	–	–	0.07%	151
2020 Q4	$16.1M	Hold	187,077	–	–	0.05%	164
2020 Q3	$11.1M	Buy	+187,077	New	+$11.6M	0.04%	171

Other funds holding AMAT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Ninety One (UK)'s AMAT Position: Q3 2026 in Review

Ninety One (UK) increased its Applied Materials (AMAT) stake by 924% in Q3 2026, buying an estimated $746K and bringing the position to 1,628 shares worth $833K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Ninety One (UK) first reported a position in AMAT in Q3 2020 and has held it in 16 quarters since. The position peaked at $30.7M in Q3 2025. 623 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Ninety One (UK) held 1,628 shares of Applied Materials worth $833K as of Q3 2026.
Ninety One (UK) bought 1,469 Applied Materials shares in Q3 2026, an estimated $746K.
Applied Materials made up ﹤0.01% of Ninety One (UK)'s portfolio in Q3 2026, its #215 holding.
Ninety One (UK) first reported a position in Applied Materials in Q3 2020 and has held it in 16 quarters since.
Ninety One (UK)'s Applied Materials position peaked at $30.7M in Q3 2025.
623 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Ninety One (UK)'s 13F filing for Q3 2026, filed 15 Oct 2026.