Root Financial Partners’s Applied Materials AMAT Stock Holding History

Root Financial Partners’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	$1.2M	Buy	2,351 +71	+3%	+$36.1K	0.04%	109
2026 Q2	$1.65M	Sell	2,280 -665	-23%	-$307K	0.06%	87
2026 Q1	$1.01M	Sell	2,945 -569	-16%	-$191K	0.05%	105
2025 Q4	$903K	Buy	3,514 +1,547	+79%	+$371K	0.05%	104
2025 Q3	$403K	Buy	1,967 +367	+23%	+$66.6K	0.02%	172
2025 Q2	$293K	Buy	1,600 +218	+16%	+$34.5K	0.03%	183
2025 Q1	$201K	Sell	1,382 -68	-5%	-$11.4K	0.02%	206
2024 Q4	$236K	Buy	+1,450	New	+$263K	0.03%	185

Other funds holding AMAT

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Root Financial Partners's AMAT Position: Q3 2026 in Review

Root Financial Partners increased its Applied Materials (AMAT) stake by 3.1% in Q3 2026, buying an estimated $36.1K and bringing the position to 2,351 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #109.

Root Financial Partners first reported a position in AMAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q2 2026. 1,347 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Root Financial Partners held 2,351 shares of Applied Materials worth $1.2M as of Q3 2026.
Root Financial Partners bought 71 Applied Materials shares in Q3 2026, an estimated $36.1K.
Applied Materials made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #109 holding.
Root Financial Partners first reported a position in Applied Materials in Q4 2024 and has held it in 8 quarters since.
Root Financial Partners's Applied Materials position peaked at $1.65M in Q2 2026.
1,347 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.