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 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

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Optivise Advisory Services's AMAT Position: Q2 2026 in Review

Optivise Advisory Services reduced its Applied Materials (AMAT) stake by 1% in Q2 2026, selling an estimated $2.77K and leaving 585 shares worth $423K. The position accounts for 0.21% of the portfolio, ranked #126.

Optivise Advisory Services first reported a position in AMAT in Q2 2024 and has held it in 3 quarters since. 1,206 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Optivise Advisory Services held 585 shares of Applied Materials worth $423K as of Q2 2026.
Optivise Advisory Services sold 6 Applied Materials shares in Q2 2026, an estimated $2.77K.
Applied Materials made up 0.21% of Optivise Advisory Services's portfolio in Q2 2026, its #126 holding.
Optivise Advisory Services first reported a position in Applied Materials in Q2 2024 and has held it in 3 quarters since.
1,206 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.