MWM
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Modera Wealth Management’s Ametek AME Stock Holding History

Modera Wealth Management’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 		$566K Sell
2,640
-8
-0.3% -$1.78K 0.01% 416
2025
Q4 		$544K Sell
2,648
-217
-8% -$42.2K 0.01% 438
2025
Q3 		$539K Sell
2,865
-38
-1% -$6.99K 0.01% 447
2025
Q2 		$525K Sell
2,903
-26
-0.9% -$4.47K 0.01% 438
2025
Q1 		$504K Sell
2,929
-191
-6% -$34.7K 0.01% 435
2024
Q4 		$562K Sell
3,120
-80
-3% -$14.6K 0.01% 413
2024
Q3 		$549K Sell
3,200
-51
-2% -$8.51K 0.01% 394
2024
Q2 		$542K Sell
3,251
-2,571
-44% -$444K 0.01% 381
2024
Q1 		$1.06M Buy
5,822
+16
+0.3% +$2.76K 0.02% 293
2023
Q4 		$957K Buy
5,806
+3,627
+166% +$553K 0.02% 292
2023
Q3 		$322K Hold
2,179
– – 0.01% 439
2023
Q2 		$353K Buy
2,179
+43
+2% +$6.28K 0.01% 442
2023
Q1 		$310K Sell
2,136
-600
-22% -$85.3K 0.01% 281
2022
Q4 		$382K Hold
2,736
– – 0.02% 243
2022
Q3 		$310K Sell
2,736
-3
-0.1% -$360 0.02% 236
2022
Q2 		$301K Sell
2,739
-11
-0.4% -$1.34K 0.01% 254
2022
Q1 		$366K Sell
2,750
-1,602
-37% -$215K 0.02% 250
2021
Q4 		$640K Buy
4,352
+1,617
+59% +$221K 0.02% 233
2021
Q3 		$339K Buy
2,735
+1
+0% +$134 0.02% 190
2021
Q2 		$365K Buy
2,734
+4
+0.1% +$536 0.02% 169
2021
Q1 		$348K Buy
2,730
+1
+0% +$121 0.02% 169
2020
Q4 		$330K Buy
2,729
+677
+33% +$76.2K 0.03% 171
2020
Q3 		$204K Buy
+2,052
New +$198K 0.03% 152
2020
Q1 		– Sell
-2,296
Closed -$229K – 149
2019
Q4 		$229K Buy
2,296
+2
+0.1% +$190 0.04% 137
2019
Q3 		$211K Buy
2,294
+1
+0% +$88 0.04% 136
2019
Q2 		$208K Buy
+2,293
New +$196K 0.04% 136

Other funds holding AME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Modera Wealth Management's AME Position: Q1 2026 in Review

Modera Wealth Management reduced its Ametek (AME) stake by 0.3% in Q1 2026, selling an estimated $1.78K and leaving 2,640 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #416.

Modera Wealth Management first reported a position in AME in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.06M in Q1 2024. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Modera Wealth Management held 2,640 shares of Ametek worth $566K as of Q1 2026.
  • Modera Wealth Management sold 8 Ametek shares in Q1 2026, an estimated $1.78K.
  • Ametek made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #416 holding.
  • Modera Wealth Management first reported a position in Ametek in Q2 2019 and has held it in 26 quarters since.
  • Modera Wealth Management's Ametek position peaked at $1.06M in Q1 2024.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.