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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Advisor Group's AMAT Position: Q1 2026 in Review

United Advisor Group increased its Applied Materials (AMAT) stake by 5.2% in Q1 2026, buying an estimated $49.4K and bringing the position to 2,978 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #186.

United Advisor Group first reported a position in AMAT in Q4 2023 and has held it in 10 quarters since. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • United Advisor Group held 2,978 shares of Applied Materials worth $1.02M as of Q1 2026.
  • United Advisor Group bought 147 Applied Materials shares in Q1 2026, an estimated $49.4K.
  • Applied Materials made up 0.13% of United Advisor Group's portfolio in Q1 2026, its #186 holding.
  • United Advisor Group first reported a position in Applied Materials in Q4 2023 and has held it in 10 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.