UFPG
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United Financial Planning Group’s Applied Materials AMAT Stock Holding History

United Financial Planning 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 		$41.9K Hold
58
– – 0.02% 108
2026
Q1 		$19.8K Buy
58
+55
+1,833% +$18.5K 0.01% 135
2025
Q4 		$771 Buy
+3
New +$719 ﹤0.01% 378

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 Financial Planning Group's AMAT Position: Q2 2026 in Review

United Financial Planning Group held its Applied Materials (AMAT) position steady in Q2 2026 at 58 shares worth $41.9K. The position accounts for 0.02% of the portfolio, ranked #108.

United Financial Planning Group first reported a position in AMAT in Q4 2025 and has held it in 3 quarters since. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • United Financial Planning Group held 58 shares of Applied Materials worth $41.9K as of Q2 2026.
  • United Financial Planning Group left its Applied Materials share count unchanged in Q2 2026.
  • Applied Materials made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #108 holding.
  • United Financial Planning Group first reported a position in Applied Materials in Q4 2025 and has held it in 3 quarters since.
  • 3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.