Kovitz Investment Group Partners’s Ametek AME Stock Holding History

Kovitz Investment Group Partners’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	$2.34M	Buy	+9,668	New	+$2.23M	0.05%	207
2025 Q4	–	Sell	-6,742	Closed	-$1.27M	–	501
2025 Q3	$1.27M	Buy	6,742 +944	+16%	+$174K	﹤0.01%	781
2025 Q2	$1.05M	Buy	5,798 +272	+5%	+$46.8K	﹤0.01%	795
2025 Q1	$951K	Sell	5,526 -23	-0.4%	-$4.18K	﹤0.01%	755
2024 Q4	$1M	Buy	+5,549	New	+$1.01M	﹤0.01%	718

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

Kovitz Investment Group Partners's AME Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in Ametek (AME) in Q2 2026: 9,668 shares worth $2.34M. The stake represents 0.05% of the portfolio and ranks #207 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in AME as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in AME in Q4 2024 and has held it in 5 quarters since. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Kovitz Investment Group Partners held 9,668 shares of Ametek worth $2.34M as of Q2 2026.
Ametek was a new Kovitz Investment Group Partners position in Q2 2026.
Ametek made up 0.05% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #207 holding.
Kovitz Investment Group Partners first reported a position in Ametek in Q4 2024 and has held it in 5 quarters since.
1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.