Unique Wealth Strategies’s Applied Materials AMAT Stock Holding History

Unique Wealth Strategies’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	$5.17M	Sell	7,145 -1,904	-21%	-$878K	1.88%	10
2026 Q1	$3.09M	Buy	9,049 +167	+2%	+$56.2K	1.25%	17
2025 Q4	$2.28M	Sell	8,882 -502	-5%	-$120K	0.89%	23
2025 Q3	$1.92M	Sell	9,384 -80	-0.8%	-$14.5K	0.75%	26
2025 Q2	$1.73M	Buy	9,464 +1,111	+13%	+$176K	0.72%	29
2025 Q1	$1.21M	Buy	+8,353	New	+$1.4M	0.55%	45
2024 Q3	–	Sell	-275	Closed	-$56.7K	–	223
2024 Q2	$56.7K	Buy	+275	New	+$59K	0.03%	232

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Unique Wealth Strategies's AMAT Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Applied Materials (AMAT) stake by 21% in Q2 2026, selling an estimated $878K and leaving 7,145 shares worth $5.17M. The position accounts for 1.88% of the portfolio, ranked #10.

Unique Wealth Strategies first reported a position in AMAT in Q2 2024 and has held it in 7 quarters since. 664 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Unique Wealth Strategies held 7,145 shares of Applied Materials worth $5.17M as of Q2 2026.
Unique Wealth Strategies sold 1,904 Applied Materials shares in Q2 2026, an estimated $878K.
Applied Materials made up 1.88% of Unique Wealth Strategies's portfolio in Q2 2026, its #10 holding.
Unique Wealth Strategies first reported a position in Applied Materials in Q2 2024 and has held it in 7 quarters since.
664 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.