Atala Financial’s Ametek AME Stock Holding History

Atala Financial’s Portfolio AME Stock Details AME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-749	Closed	-$129K	–	144
2025 Q1	$129K	Hold	749	–	–	0.09%	134
2024 Q4	$135K	Buy	+749	New	+$136K	0.09%	137

Other funds holding AME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

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

Atala Financial's AME Position: Q2 2025 in Review

Atala Financial sold out of Ametek (AME) in Q2 2025, closing a stake of 749 shares — an estimated $129K sold.

Atala Financial first reported a position in AME in Q4 2024 and held it in 2 quarters. The position peaked at $135K in Q4 2024. 1,002 funds tracked by Wall St. Rank hold AME as of Q2 2025.

Atala Financial reported no remaining Ametek position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 749 Ametek shares in Q2 2025, an estimated $129K.
Atala Financial first reported a position in Ametek in Q4 2024 and held it in 2 quarters.
Atala Financial's Ametek position peaked at $135K in Q4 2024.
1,002 funds tracked by Wall St. Rank held Ametek as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.