Root Financial Partners’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Root Financial Partners's AMAT Position: Q2 2026 in Review
Root Financial Partners reduced its Applied Materials (AMAT) stake by 23% in Q2 2026, selling an estimated $307K and leaving 2,280 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #87.
Root Financial Partners first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Root Financial Partners held 2,280 shares of Applied Materials worth $1.65M as of Q2 2026.
- Root Financial Partners sold 665 Applied Materials shares in Q2 2026, an estimated $307K.
- Applied Materials made up 0.06% of Root Financial Partners's portfolio in Q2 2026, its #87 holding.
- Root Financial Partners first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
- 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.