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Sarasin & Partners’s Applied Materials AMAT Stock Holding History

Sarasin & 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 		$219M Buy
+428,405
New +$218M 2.45% 11

Other funds holding AMAT

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Sarasin & Partners's AMAT Position: Q3 2026 in Review

Sarasin & Partners opened a new position in Applied Materials (AMAT) in Q3 2026: 428,405 shares worth $219M. The stake represents 2.45% of the portfolio and ranks #11 among its holdings.

263 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Sarasin & Partners held 428,405 shares of Applied Materials worth $219M as of Q3 2026.
  • Applied Materials was a new Sarasin & Partners position in Q3 2026.
  • Applied Materials made up 2.45% of Sarasin & Partners's portfolio in Q3 2026, its #11 holding.
  • 263 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Sarasin & Partners's 13F filing for Q3 2026, filed 13 Oct 2026.