EWP
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Elevation Wealth Partners’s Ametek AME Stock Holding History

Elevation 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 		$31.2K Buy
129
+91
+239% +$21K 0.01% 441
2026
Q1 		$8.15K Buy
38
+10
+36% +$2.22K ﹤0.01% 573
2025
Q4 		$5.75K Buy
28
+25
+833% +$4.86K ﹤0.01% 600
2025
Q3 		$564 Buy
+3
New +$552 ﹤0.01% 803

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

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

Elevation Wealth Partners increased its Ametek (AME) stake by 239% in Q2 2026, buying an estimated $21K and bringing the position to 129 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #441.

Elevation Wealth Partners first reported a position in AME in Q3 2025 and has held it in 4 quarters since. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Elevation Wealth Partners held 129 shares of Ametek worth $31.2K as of Q2 2026.
  • Elevation Wealth Partners bought 91 Ametek shares in Q2 2026, an estimated $21K.
  • Ametek made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #441 holding.
  • Elevation Wealth Partners first reported a position in Ametek in Q3 2025 and has held it in 4 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.