Universal-Beteiligungs- und Servicegesellschaft’s Applied Materials AMAT Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$626M	Sell	874,439 -41,102	-4%	-$19M	0.96%	14
2026 Q1	$311M	Sell	915,541 -45,675	-5%	-$15.4M	0.53%	25
2025 Q4	$247M	Sell	961,216 -184,698	-16%	-$44.3M	0.4%	37
2025 Q3	$235M	Sell	1,145,914 -3,402	-0.3%	-$617K	0.39%	36
2025 Q2	$210M	Buy	1,149,316 +135,810	+13%	+$21.5M	0.37%	43
2025 Q1	$147M	Buy	1,013,506 +31,994	+3%	+$5.38M	0.29%	65
2024 Q4	$160M	Buy	+981,512	New	+$178M	0.32%	57

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's AMAT Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Applied Materials (AMAT) stake by 4.5% in Q2 2026, selling an estimated $19M and leaving 874,439 shares worth $626M. The position accounts for 0.96% of the portfolio, ranked #14.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AMAT in Q4 2024 and has held it in 7 quarters since. 3,498 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 874,439 shares of Applied Materials worth $626M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 41,102 Applied Materials shares in Q2 2026, an estimated $19M.
Applied Materials made up 0.96% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #14 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Applied Materials in Q4 2024 and has held it in 7 quarters since.
3,498 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.