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Atria Wealth Solutions’s Ametek AME Stock Holding History

Atria Wealth Solutions’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
-4,264
Closed -$734K – 1476
2025
Q1 		$734K Sell
4,264
-866
-17% -$157K 0.01% 1005
2024
Q4 		$925K Buy
5,130
+1,234
+32% +$225K 0.01% 949
2024
Q3 		$669K Sell
3,896
-29
-0.7% -$4.84K 0.01% 1096
2024
Q2 		$654K Sell
3,925
-41
-1% -$7.08K 0.01% 1095
2024
Q1 		$725K Sell
3,966
-32
-0.8% -$5.51K 0.01% 1059
2023
Q4 		$659K Buy
3,998
+6
+0.2% +$915 0.01% 1071
2023
Q3 		$590K Buy
3,992
+481
+14% +$75.1K 0.01% 1055
2023
Q2 		$568K Buy
3,511
+5
+0.1% +$730 0.01% 1099
2023
Q1 		$510K Sell
3,506
-1,937
-36% -$275K 0.01% 1125
2022
Q4 		$760K Buy
5,443
+3,068
+129% +$407K 0.01% 885
2022
Q3 		$269K Sell
2,375
-59
-2% -$7.07K ﹤0.01% 1362
2022
Q2 		$267K Buy
2,434
+111
+5% +$13.5K 0.01% 1273
2022
Q1 		$309K Buy
+2,323
New +$312K 0.01% 1303

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's AME Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Ametek (AME) in Q2 2025, closing a stake of 4,264 shares — an estimated $734K sold.

Atria Wealth Solutions first reported a position in AME in Q1 2022 and held it in 13 quarters. The position peaked at $925K in Q4 2024. 1,002 funds tracked by Wall St. Rank hold AME as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Ametek position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,264 Ametek shares in Q2 2025, an estimated $734K.
  • Atria Wealth Solutions first reported a position in Ametek in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Ametek position peaked at $925K in Q4 2024.
  • 1,002 funds tracked by Wall St. Rank held Ametek as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.