Diversify Wealth Management’s Ametek AME Stock Holding History

Diversify Wealth Management’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	$829K	Buy	3,411 +1,819	+114%	+$419K	0.01%	699
2026 Q1	$363K	Buy	1,592 +584	+58%	+$130K	0.01%	904
2025 Q4	$213K	Sell	1,008 -106	-10%	-$20.6K	0.01%	588
2025 Q3	$221K	Sell	1,114 -40	-3%	-$7.36K	0.01%	507
2025 Q2	$213K	Sell	1,154 -228	-16%	-$39.2K	0.01%	511
2025 Q1	$232K	Sell	1,382 -45	-3%	-$8.18K	0.02%	472
2024 Q4	$251K	Sell	1,427 -125	-8%	-$22.8K	0.02%	454
2024 Q3	$259K	Sell	1,552 -77	-5%	-$12.9K	0.02%	423
2024 Q2	$252K	Buy	+1,629	New	+$281K	0.03%	385

Other funds holding AME

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Diversify Wealth Management's AME Position: Q2 2026 in Review

Diversify Wealth Management increased its Ametek (AME) stake by 114% in Q2 2026, buying an estimated $419K and bringing the position to 3,411 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #699.

Diversify Wealth Management first reported a position in AME in Q2 2024 and has held it in 9 quarters since. 1,200 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Diversify Wealth Management held 3,411 shares of Ametek worth $829K as of Q2 2026.
Diversify Wealth Management bought 1,819 Ametek shares in Q2 2026, an estimated $419K.
Ametek made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #699 holding.
Diversify Wealth Management first reported a position in Ametek in Q2 2024 and has held it in 9 quarters since.
1,200 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.