Valeo Financial Advisors’s Applied Materials AMAT Stock Holding History

Valeo Financial Advisors’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	$5.11M	Sell	7,064 -1,167	-14%	-$538K	0.11%	98
2026 Q1	$2.81M	Sell	8,231 -2,079	-20%	-$699K	0.07%	123
2025 Q4	$2.65M	Buy	10,310 +792	+8%	+$190K	0.06%	147
2025 Q3	$1.95M	Buy	9,518 +689	+8%	+$125K	0.04%	177
2025 Q2	$1.62M	Buy	8,829 +72	+0.8%	+$11.4K	0.04%	200
2025 Q1	$1.27M	Buy	8,757 +210	+2%	+$35.3K	0.04%	217
2024 Q4	$1.39M	Sell	8,547 -464	-5%	-$84.1K	0.04%	193
2024 Q3	$1.82M	Buy	9,011 +662	+8%	+$136K	0.05%	167
2024 Q2	$1.97M	Buy	8,349 +272	+3%	+$58.4K	0.06%	147
2024 Q1	$1.58M	Buy	8,077 +263	+3%	+$48.3K	0.06%	170
2023 Q4	$1.27M	Buy	7,814 +308	+4%	+$45.3K	0.05%	194
2023 Q3	$1.04M	Buy	7,506 +96	+1%	+$13.8K	0.05%	201
2023 Q2	$1.07M	Buy	7,410 +820	+12%	+$103K	0.05%	196
2023 Q1	$809K	Buy	6,590 +1,856	+39%	+$213K	0.04%	245
2022 Q4	$461K	Buy	+4,734	New	+$454K	0.03%	297
2022 Q3	–	Sell	-3,172	Closed	-$289K	–	510
2022 Q2	$289K	Sell	3,172 -1,489	-32%	-$163K	0.02%	356
2022 Q1	$614K	Buy	4,661 +593	+15%	+$81.6K	0.03%	285
2021 Q4	$640K	Buy	4,068 +54	+1%	+$7.82K	0.03%	259
2021 Q3	$517K	Buy	4,014 +1,389	+53%	+$189K	0.03%	292
2021 Q2	$374K	Buy	2,625 +855	+48%	+$115K	0.02%	313
2021 Q1	$236K	Sell	1,770 -1,185	-40%	-$131K	0.01%	403
2020 Q4	$255K	Buy	2,955 +253	+9%	+$18.7K	0.01%	370
2020 Q3	$161K	Sell	2,702 -463	-15%	-$28.6K	0.01%	364
2020 Q2	$191K	Buy	3,165 +33	+1%	+$1.78K	0.02%	328
2020 Q1	$156K	Sell	3,132 -155	-5%	-$8.9K	0.02%	334
2019 Q4	$201K	Sell	3,287 -396	-11%	-$22.3K	0.02%	322
2019 Q3	$184K	Buy	3,683 +164	+5%	+$7.92K	0.02%	313
2019 Q2	$158K	Buy	3,519 +948	+37%	+$39.9K	0.02%	337
2019 Q1	$102K	Sell	2,571 -6,833	-73%	-$259K	0.01%	403
2018 Q4	$308K	Buy	9,404 +7,710	+455%	+$264K	0.04%	208
2018 Q3	$56K	Sell	1,694 -271	-14%	-$12K	0.01%	525
2018 Q2	$95K	Buy	1,965 +492	+33%	+$25.4K	0.01%	401
2018 Q1	$82K	Sell	1,473 -305	-17%	-$17K	0.01%	399
2017 Q4	$91K	Buy	1,778 +1,380	+347%	+$74.8K	0.01%	355
2017 Q3	$21K	Buy	+398	New	+$18K	﹤0.01%	547

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Valeo Financial Advisors's AMAT Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Applied Materials (AMAT) stake by 14% in Q2 2026, selling an estimated $538K and leaving 7,064 shares worth $5.11M. The position accounts for 0.11% of the portfolio, ranked #98.

Valeo Financial Advisors first reported a position in AMAT in Q3 2017 and has held it in 35 quarters since. 1,173 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Valeo Financial Advisors held 7,064 shares of Applied Materials worth $5.11M as of Q2 2026.
Valeo Financial Advisors sold 1,167 Applied Materials shares in Q2 2026, an estimated $538K.
Applied Materials made up 0.11% of Valeo Financial Advisors's portfolio in Q2 2026, its #98 holding.
Valeo Financial Advisors first reported a position in Applied Materials in Q3 2017 and has held it in 35 quarters since.
1,173 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.