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Curated Wealth Partners’s Ametek AME Stock Holding History

Curated Wealth Partners’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
2026
Q2 		$236K Sell
977
-37
-4% -$8.52K 0.03% 210
2026
Q1 		$217K Sell
1,014
-202
-17% -$44.9K 0.03% 204
2025
Q4 		$250K Buy
+1,216
New +$237K 0.03% 176

Other funds holding AME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curated Wealth Partners's AME Position: Q2 2026 in Review

Curated Wealth Partners reduced its Ametek (AME) stake by 3.6% in Q2 2026, selling an estimated $8.52K and leaving 977 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #210.

Curated Wealth Partners first reported a position in AME in Q4 2025 and has held it in 3 quarters since. The position peaked at $250K in Q4 2025. 1,198 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Curated Wealth Partners held 977 shares of Ametek worth $236K as of Q2 2026.
  • Curated Wealth Partners sold 37 Ametek shares in Q2 2026, an estimated $8.52K.
  • Ametek made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #210 holding.
  • Curated Wealth Partners first reported a position in Ametek in Q4 2025 and has held it in 3 quarters since.
  • Curated Wealth Partners's Ametek position peaked at $250K in Q4 2025.
  • 1,198 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.