HWA
AME icon

HCR Wealth Advisors’s Ametek AME Stock Holding History

HCR 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 		$16M Sell
65,935
-2,523
-4% -$581K 1.43% 13
2026
Q1 		$14.7M Sell
68,458
-8,994
-12% -$2M 1.52% 12
2025
Q4 		$15.9M Sell
77,452
-9,170
-11% -$1.78M 1.57% 11
2025
Q3 		$16.1M Sell
86,622
-7,410
-8% -$1.36M 1.67% 11
2025
Q2 		$17M Sell
94,032
-640
-0.7% -$110K 2% 8
2025
Q1 		$16.3M Hold
94,672
– – 2.12% 9
2024
Q4 		$17.1M Sell
94,672
-17,700
-16% -$3.22M 2.14% 9
2024
Q3 		$19.3M Hold
112,372
– – 2.53% 8
2024
Q2 		$18.7M Hold
112,372
– – 2.68% 8
2024
Q1 		$20.6M Sell
112,372
-6,150
-5% -$1.06M 3.12% 6
2023
Q4 		$19.5M Buy
+118,522
New +$18.1M 3.09% 6

Other funds holding AME

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 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
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return