EWA
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EverSource Wealth Advisors’s Ametek AME Stock Holding History

EverSource 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
Q1 		$720K Buy
3,357
+675
+25% +$150K 0.02% 473
2025
Q4 		$551K Sell
2,682
-162
-6% -$31.5K 0.02% 505
2025
Q3 		$535K Buy
2,844
+321
+13% +$59.1K 0.02% 477
2025
Q2 		$457K Buy
2,523
+1,028
+69% +$177K 0.02% 494
2025
Q1 		$257K Buy
1,495
+39
+3% +$7.09K 0.01% 575
2024
Q4 		$262K Buy
1,456
+1
+0.1% +$182 0.01% 545
2024
Q3 		$250K Buy
1,455
+525
+56% +$87.6K 0.02% 493
2024
Q2 		$161K Buy
930
+31
+3% +$5.36K 0.01% 631
2024
Q1 		$157K Buy
899
+61
+7% +$10.5K 0.01% 567
2023
Q4 		$138K Sell
838
-27
-3% -$4.12K 0.01% 531
2023
Q3 		$128K Buy
865
+4
+0.5% +$625 0.01% 493
2023
Q2 		$139K Sell
861
-70
-8% -$10.2K 0.02% 475
2023
Q1 		$135K Sell
931
-6
-0.6% -$853 0.02% 457
2022
Q4 		$131K Sell
937
-78
-8% -$10.3K 0.02% 436
2022
Q3 		$115K Sell
1,015
-53
-5% -$6.35K 0.03% 393
2022
Q2 		$117K Buy
1,068
+396
+59% +$48.1K 0.03% 339
2022
Q1 		$90K Buy
672
+552
+460% +$74.2K 0.02% 350
2021
Q4 		$17K Buy
+120
New +$16.4K ﹤0.01% 740

Other funds holding AME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

EverSource Wealth Advisors's AME Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Ametek (AME) stake by 25% in Q1 2026, buying an estimated $150K and bringing the position to 3,357 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #473.

EverSource Wealth Advisors first reported a position in AME in Q4 2021 and has held it in 18 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • EverSource Wealth Advisors held 3,357 shares of Ametek worth $720K as of Q1 2026.
  • EverSource Wealth Advisors bought 675 Ametek shares in Q1 2026, an estimated $150K.
  • Ametek made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #473 holding.
  • EverSource Wealth Advisors first reported a position in Ametek in Q4 2021 and has held it in 18 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.