Exencial Wealth Advisors’s Ametek AME Stock Holding History

Exencial 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	$246K	Hold	1,149	–	–	0.01%	519
2025 Q4	$236K	Buy	+1,149	New	+$224K	0.01%	513

Other funds holding AME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

Exencial Wealth Advisors held its Ametek (AME) position steady in Q1 2026 at 1,149 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #519.

Exencial Wealth Advisors first reported a position in AME in Q4 2025 and has held it in 2 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

Exencial Wealth Advisors held 1,149 shares of Ametek worth $246K as of Q1 2026.
Exencial Wealth Advisors left its Ametek share count unchanged in Q1 2026.
Ametek made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #519 holding.
Exencial Wealth Advisors first reported a position in Ametek in Q4 2025 and has held it in 2 quarters since.
1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.