Essential Partners’s Ametek AME Stock Holding History

Essential 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	$230K	Sell	951 -1,415	-60%	-$326K	0.11%	204
2026 Q1	$507K	Buy	2,366 +8	+0.3%	+$1.78K	0.17%	143
2025 Q4	$484K	Buy	2,358 +235	+11%	+$45.7K	0.15%	189
2025 Q3	$399K	Buy	2,123 +2	+0.1%	+$368	0.13%	205
2025 Q2	$384K	Buy	+2,121	New	+$365K	0.15%	193

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 $3.37T AUM 44.26% 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

Essential Partners's AME Position: Q2 2026 in Review

Essential Partners reduced its Ametek (AME) stake by 60% in Q2 2026, selling an estimated $326K and leaving 951 shares worth $230K. The position accounts for 0.11% of the portfolio, ranked #204.

Essential Partners first reported a position in AME in Q2 2025 and has held it in 5 quarters since. The position peaked at $507K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Essential Partners held 951 shares of Ametek worth $230K as of Q2 2026.
Essential Partners sold 1,415 Ametek shares in Q2 2026, an estimated $326K.
Ametek made up 0.11% of Essential Partners's portfolio in Q2 2026, its #204 holding.
Essential Partners first reported a position in Ametek in Q2 2025 and has held it in 5 quarters since.
Essential Partners's Ametek position peaked at $507K in Q1 2026.
1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.