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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Root Financial Partners's AMAT Position: Q1 2026 in Review

Root Financial Partners reduced its Applied Materials (AMAT) stake by 16% in Q1 2026, selling an estimated $191K and leaving 2,945 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #105.

Root Financial Partners first reported a position in AMAT in Q4 2024 and has held it in 6 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Root Financial Partners held 2,945 shares of Applied Materials worth $1.01M as of Q1 2026.
  • Root Financial Partners sold 569 Applied Materials shares in Q1 2026, an estimated $191K.
  • Applied Materials made up 0.05% of Root Financial Partners's portfolio in Q1 2026, its #105 holding.
  • Root Financial Partners first reported a position in Applied Materials in Q4 2024 and has held it in 6 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.