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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Flossbach Von Storch

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return