Vaughan Nelson Investment Management’s Applied Materials AMAT Stock Holding History

Vaughan Nelson Investment Management’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	$126M	Sell	173,675 -27,830	-14%	-$12.8M	1.11%	17
2026 Q1	$68.9M	Buy	201,505 +27,735	+16%	+$9.33M	0.69%	55
2025 Q4	$44.7M	Buy	+173,770	New	+$41.7M	0.44%	84
2021 Q4	–	Sell	-797	Closed	-$103K	–	209
2021 Q3	$103K	Buy	+797	New	+$108K	﹤0.01%	210

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Vaughan Nelson Investment Management's AMAT Position: Q2 2026 in Review

Vaughan Nelson Investment Management reduced its Applied Materials (AMAT) stake by 14% in Q2 2026, selling an estimated $12.8M and leaving 173,675 shares worth $126M. The position accounts for 1.11% of the portfolio, ranked #17.

Vaughan Nelson Investment Management first reported a position in AMAT in Q3 2021 and has held it in 4 quarters since. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Vaughan Nelson Investment Management held 173,675 shares of Applied Materials worth $126M as of Q2 2026.
Vaughan Nelson Investment Management sold 27,830 Applied Materials shares in Q2 2026, an estimated $12.8M.
Applied Materials made up 1.11% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #17 holding.
Vaughan Nelson Investment Management first reported a position in Applied Materials in Q3 2021 and has held it in 4 quarters since.
1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.