UniSuper Management’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$146M	Sell	426,692 -31,703	-7%	-$10.7M	0.95%	17
2025 Q4	$118M	Buy	458,395 +86,799	+23%	+$20.8M	0.71%	21
2025 Q3	$76.1M	Sell	371,596 -937	-0.3%	-$170K	0.47%	38
2025 Q2	$68.2M	Sell	372,533 -26,584	-7%	-$4.21M	0.46%	41
2025 Q1	$57.9M	Buy	399,117 +20,925	+6%	+$3.52M	0.43%	42
2024 Q4	$61.5M	Sell	378,192 -138,476	-27%	-$25.1M	0.44%	41
2024 Q3	$104M	Buy	516,668 +4,318	+0.8%	+$886K	0.79%	20
2024 Q2	$121M	Buy	512,350 +74,915	+17%	+$16.1M	1%	19
2024 Q1	$90.2M	Buy	437,435 +12,839	+3%	+$2.36M	0.86%	24
2023 Q4	$68.8M	Buy	424,596 +650	+0.2%	+$95.5K	0.76%	32
2023 Q3	$58.7M	Hold	423,946	–	–	0.72%	35
2023 Q2	$61.3M	Buy	+423,946	New	+$53.1M	0.7%	38