UAG
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United Advisor Group’s Applied Materials AMAT Stock Holding History

United Advisor Group’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 		$2.36M Buy
3,268
+290
+10% +$134K 0.25% 112
2026
Q1 		$1.02M Buy
2,978
+147
+5% +$49.4K 0.13% 186
2025
Q4 		$728K Sell
2,831
-1,685
-37% -$404K 0.09% 226
2025
Q3 		$925K Buy
4,516
+2,382
+112% +$432K 0.12% 173
2025
Q2 		$391K Buy
2,134
+233
+12% +$36.9K 0.07% 270
2025
Q1 		$276K Sell
1,901
-593
-24% -$99.7K 0.06% 288
2024
Q4 		$406K Sell
2,494
-7
-0.3% -$1.27K 0.08% 234
2024
Q3 		$505K Buy
2,501
+807
+48% +$166K 0.11% 188
2024
Q2 		$400K Buy
1,694
+404
+31% +$86.7K 0.12% 163
2024
Q1 		$266K Hold
1,290
– – 0.1% 179
2023
Q4 		$209K Buy
+1,290
New +$190K 0.25% 50

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

United Advisor Group's AMAT Position: Q2 2026 in Review

United Advisor Group increased its Applied Materials (AMAT) stake by 9.7% in Q2 2026, buying an estimated $134K and bringing the position to 3,268 shares worth $2.36M. The position accounts for 0.25% of the portfolio, ranked #112.

United Advisor Group first reported a position in AMAT in Q4 2023 and has held it in 11 quarters since. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • United Advisor Group held 3,268 shares of Applied Materials worth $2.36M as of Q2 2026.
  • United Advisor Group bought 290 Applied Materials shares in Q2 2026, an estimated $134K.
  • Applied Materials made up 0.25% of United Advisor Group's portfolio in Q2 2026, its #112 holding.
  • United Advisor Group first reported a position in Applied Materials in Q4 2023 and has held it in 11 quarters since.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.