Optivise Advisory Services’s Applied Materials AMAT Stock Holding History

Optivise Advisory Services’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	$282K	Sell	551 -34	-6%	-$17.3K	0.14%	171
2026 Q2	$423K	Sell	585 -6	-1%	-$2.77K	0.21%	126
2026 Q1	$202K	Buy	+591	New	+$199K	0.12%	179
2024 Q3	–	Sell	-1,111	Closed	-$262K	–	165
2024 Q2	$262K	Buy	+1,111	New	+$239K	0.14%	143

Other funds holding AMAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Optivise Advisory Services's AMAT Position: Q3 2026 in Review

Optivise Advisory Services reduced its Applied Materials (AMAT) stake by 5.8% in Q3 2026, selling an estimated $17.3K and leaving 551 shares worth $282K. The position accounts for 0.14% of the portfolio, ranked #171.

Optivise Advisory Services first reported a position in AMAT in Q2 2024 and has held it in 4 quarters since. The position peaked at $423K in Q2 2026. 2,079 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Optivise Advisory Services held 551 shares of Applied Materials worth $282K as of Q3 2026.
Optivise Advisory Services sold 34 Applied Materials shares in Q3 2026, an estimated $17.3K.
Applied Materials made up 0.14% of Optivise Advisory Services's portfolio in Q3 2026, its #171 holding.
Optivise Advisory Services first reported a position in Applied Materials in Q2 2024 and has held it in 4 quarters since.
Optivise Advisory Services's Applied Materials position peaked at $423K in Q2 2026.
2,079 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.