EWA
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EP Wealth Advisors’s Ametek AME Stock Holding History

EP Wealth Advisors’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 		$14.7M Sell
60,673
-617
-1% -$142K 0.06% 221
2026
Q1 		$13.1M Sell
61,290
-3,536
-5% -$786K 0.06% 183
2025
Q4 		$13.3M Buy
+64,826
New +$12.6M 0.07% 167
2025
Q2 		$12.1M Buy
66,802
+57,818
+644% +$9.95M 0.08% 168
2025
Q1 		$1.55M Buy
8,984
+2,733
+44% +$497K 0.01% 404
2024
Q4 		$1.13M Sell
6,251
-424
-6% -$77.2K 0.01% 469
2024
Q3 		$1.15M Buy
6,675
+345
+5% +$57.6K 0.01% 466
2024
Q2 		$1.06M Buy
6,330
+71
+1% +$12.3K 0.01% 379
2024
Q1 		$1.14M Sell
6,259
-719
-10% -$124K 0.01% 356
2023
Q4 		$1.15M Buy
6,978
+3,336
+92% +$509K 0.01% 345
2023
Q3 		$538K Sell
3,642
-595
-14% -$92.9K 0.01% 447
2023
Q2 		$702K Hold
4,237
– – 0.01% 395
2023
Q1 		$616K Sell
4,237
-15
-0.4% -$2.13K 0.01% 376
2022
Q4 		$594K Buy
+4,252
New +$564K 0.01% 350
2022
Q3 		– Sell
-5,427
Closed -$596K – 352
2022
Q2 		$596K Buy
5,427
+678
+14% +$82.4K 0.01% 337
2022
Q1 		$632K Buy
4,749
+242
+5% +$32.5K 0.01% 334
2021
Q4 		$663K Buy
4,507
+2
+0% +$274 0.02% 309
2021
Q3 		$559K Buy
4,505
+271
+6% +$36.4K 0.02% 313
2021
Q2 		$565K Sell
4,234
-401
-9% -$53.7K 0.02% 317
2021
Q1 		$592K Hold
4,635
– – 0.02% 294
2020
Q4 		$561K Buy
4,635
+41
+0.9% +$4.62K 0.02% 249
2020
Q3 		$457K Hold
4,594
– – 0.02% 236
2020
Q2 		$411K Sell
4,594
-113
-2% -$9.48K 0.02% 267
2020
Q1 		$339K Buy
+4,707
New +$425K 0.02% 301

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

EP Wealth Advisors's AME Position: Q2 2026 in Review

EP Wealth Advisors reduced its Ametek (AME) stake by 1% in Q2 2026, selling an estimated $142K and leaving 60,673 shares worth $14.7M. The position accounts for 0.06% of the portfolio, ranked #221.

EP Wealth Advisors first reported a position in AME in Q1 2020 and has held it in 24 quarters since. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • EP Wealth Advisors held 60,673 shares of Ametek worth $14.7M as of Q2 2026.
  • EP Wealth Advisors sold 617 Ametek shares in Q2 2026, an estimated $142K.
  • Ametek made up 0.06% of EP Wealth Advisors's portfolio in Q2 2026, its #221 holding.
  • EP Wealth Advisors first reported a position in Ametek in Q1 2020 and has held it in 24 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.