Heritage Wealth Advisors’s Ametek AME Stock Holding History

Heritage 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	$3.39K	Hold	14	–	–	﹤0.01%	604
2026 Q1	$3K	Hold	14	–	–	﹤0.01%	603
2025 Q4	$2.87K	Hold	14	–	–	﹤0.01%	533
2025 Q3	$2.63K	Hold	14	–	–	﹤0.01%	511
2025 Q2	$2.53K	Hold	14	–	–	﹤0.01%	504
2025 Q1	$2.41K	Sell	14 -3	-18%	-$545	﹤0.01%	499
2024 Q4	$3.06K	Buy	17 +3	+21%	+$546	﹤0.01%	534
2024 Q3	$2.4K	Buy	+14	New	+$2.34K	﹤0.01%	539
2020 Q1	–	Sell	-16	Closed	-$1.6K	–	448
2019 Q4	$1.6K	Buy	+16	New	+$1.52K	﹤0.01%	599

Other funds holding AME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Heritage Wealth Advisors held its Ametek (AME) position steady in Q2 2026 at 14 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Heritage Wealth Advisors first reported a position in AME in Q4 2019 and has held it in 9 quarters since. 1,198 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Heritage Wealth Advisors held 14 shares of Ametek worth $3.39K as of Q2 2026.
Heritage Wealth Advisors left its Ametek share count unchanged in Q2 2026.
Ametek made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #604 holding.
Heritage Wealth Advisors first reported a position in Ametek in Q4 2019 and has held it in 9 quarters since.
1,198 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.