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Everhart Financial Group’s Ametek AME Stock Holding History

Everhart Financial Group’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 		$1.01M Buy
4,165
+1,672
+67% +$385K 0.06% 171
2026
Q1 		$534K Buy
2,493
+439
+21% +$97.6K 0.05% 261
2025
Q4 		$422K Buy
2,054
+167
+9% +$32.5K 0.04% 283
2025
Q3 		$355K Buy
1,887
+732
+63% +$135K 0.04% 292
2025
Q2 		$209K Buy
+1,155
New +$199K 0.02% 330

Other funds holding AME

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Everhart Financial Group's AME Position: Q2 2026 in Review

Everhart Financial Group increased its Ametek (AME) stake by 67% in Q2 2026, buying an estimated $385K and bringing the position to 4,165 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #171.

Everhart Financial Group first reported a position in AME in Q2 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Everhart Financial Group held 4,165 shares of Ametek worth $1.01M as of Q2 2026.
  • Everhart Financial Group bought 1,672 Ametek shares in Q2 2026, an estimated $385K.
  • Ametek made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #171 holding.
  • Everhart Financial Group first reported a position in Ametek in Q2 2025 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.