Rooted Wealth Advisors’s Applied Materials AMAT Stock Holding History

Rooted Wealth Advisors’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	$1.36M	Sell	1,875 -96	-5%	-$44.3K	0.33%	51
2026 Q1	$772K	Buy	1,971 +371	+23%	+$125K	0.2%	76
2025 Q4	$476K	Sell	1,600 -268	-14%	-$64.3K	0.13%	85
2025 Q3	$406K	Buy	1,868 +111	+6%	+$20.1K	0.12%	82
2025 Q2	$348K	Buy	+1,757	New	+$278K	0.12%	81
2025 Q1	–	Sell	-1,534	Closed	-$273K	–	92
2024 Q4	$273K	Sell	1,534 -230	-13%	-$41.7K	0.11%	82
2024 Q3	$353K	Buy	1,764 +226	+15%	+$46.4K	0.16%	67
2024 Q2	$335K	Buy	1,538 +206	+15%	+$44.2K	0.15%	65
2024 Q1	$275K	Buy	+1,332	New	+$244K	0.14%	67

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Rooted Wealth Advisors's AMAT Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its Applied Materials (AMAT) stake by 4.9% in Q2 2026, selling an estimated $44.3K and leaving 1,875 shares worth $1.36M. The position accounts for 0.33% of the portfolio, ranked #51.

Rooted Wealth Advisors first reported a position in AMAT in Q1 2024 and has held it in 9 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Rooted Wealth Advisors held 1,875 shares of Applied Materials worth $1.36M as of Q2 2026.
Rooted Wealth Advisors sold 96 Applied Materials shares in Q2 2026, an estimated $44.3K.
Applied Materials made up 0.33% of Rooted Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Rooted Wealth Advisors first reported a position in Applied Materials in Q1 2024 and has held it in 9 quarters since.
3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.