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 Q3	$1.8M	Buy	3,529 +261	+8%	+$133K	0.17%	147
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%	-$100K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

United Advisor Group's AMAT Position: Q3 2026 in Review

United Advisor Group increased its Applied Materials (AMAT) stake by 8% in Q3 2026, buying an estimated $133K and bringing the position to 3,529 shares worth $1.8M. The position accounts for 0.17% of the portfolio, ranked #147.

United Advisor Group first reported a position in AMAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.36M in Q2 2026. 2,079 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

United Advisor Group held 3,529 shares of Applied Materials worth $1.8M as of Q3 2026.
United Advisor Group bought 261 Applied Materials shares in Q3 2026, an estimated $133K.
Applied Materials made up 0.17% of United Advisor Group's portfolio in Q3 2026, its #147 holding.
United Advisor Group first reported a position in Applied Materials in Q4 2023 and has held it in 12 quarters since.
United Advisor Group's Applied Materials position peaked at $2.36M in Q2 2026.
2,079 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.