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Root Financial Partners, LLC

SEC CIK
0001977181
Latest filing
Jul 29, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by Root Financial Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMAT overviewAll 13F holders of AMATFull Q2 2026 holdings

Shares (Q2 2026)
2,280
Value
$1.65M
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of AMAT by Root Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,280$1.65M0.1%−665−22.6%ReducedHolders
Q1 20262,945$1.01M<0.1%−569−16.2%ReducedHolders
Q4 20253,514$903.0K<0.1%+1,547+78.6%AddedHolders
Q3 20251,967$402.8K<0.1%+367+22.9%AddedHolders
Q2 20251,600$292.9K<0.1%+218+15.8%AddedHolders
Q1 20251,382$200.6K<0.1%−68−4.7%ReducedHolders
Q4 20241,450$235.8K<0.1%+1,450NewHolders