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
Q2 		$664K Sell
2,744
-613
-18% -$141K 0.02% 464
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 $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

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

EverSource Wealth Advisors reduced its Ametek (AME) stake by 18% in Q2 2026, selling an estimated $141K and leaving 2,744 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #464.

EverSource Wealth Advisors first reported a position in AME in Q4 2021 and has held it in 19 quarters since. The position peaked at $720K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • EverSource Wealth Advisors held 2,744 shares of Ametek worth $664K as of Q2 2026.
  • EverSource Wealth Advisors sold 613 Ametek shares in Q2 2026, an estimated $141K.
  • Ametek made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #464 holding.
  • EverSource Wealth Advisors first reported a position in Ametek in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Ametek position peaked at $720K in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.