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Moneta Group Investment Advisors’s Ametek AME Stock Holding History

Moneta Group Investment 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 		$11.3M Sell
52,542
-213
-0.4% -$47.3K 0.08% 108
2025
Q4 		$10.8M Buy
52,755
+202
+0.4% +$39.3K 0.08% 109
2025
Q3 		$9.88M Sell
52,553
-22
-0% -$4.05K 0.08% 112
2025
Q2 		$9.51M Buy
52,575
+269
+0.5% +$46.3K 0.11% 102
2025
Q1 		$9M Sell
52,306
-158
-0.3% -$28.7K 0.12% 98
2024
Q4 		$9.46M Buy
52,464
+1
+0% +$182 0.13% 99
2024
Q3 		$9.01M Sell
52,463
-2,965
-5% -$495K 0.13% 98
2024
Q2 		$9.24M Sell
55,428
-47
-0.1% -$8.12K 0.15% 87
2024
Q1 		$10.1M Buy
55,475
+53,474
+2,672% +$9.21M 0.17% 82
2023
Q4 		$330K Buy
2,001
+85
+4% +$13K 0.01% 427
2023
Q3 		$283K Sell
1,916
-437
-19% -$68.3K 0.01% 419
2023
Q2 		$381K Buy
2,353
+397
+20% +$58K 0.01% 383
2023
Q1 		$284K Sell
1,956
-67
-3% -$9.52K 0.01% 423
2022
Q4 		$293K Sell
2,023
-2,571
-56% -$341K 0.01% 376
2022
Q3 		$521K Sell
4,594
-1,103
-19% -$132K 0.02% 270
2022
Q2 		$626K Buy
5,697
+2,521
+79% +$306K 0.02% 271
2022
Q1 		$423K Sell
3,176
-20
-0.6% -$2.69K 0.02% 313
2021
Q4 		$470K Buy
3,196
+454
+17% +$62.1K 0.02% 304
2021
Q3 		$340K Buy
2,742
+787
+40% +$106K 0.02% 339
2021
Q2 		$261K Buy
1,955
+381
+24% +$51K 0.01% 388
2021
Q1 		$201K Buy
+1,574
New +$190K 0.01% 406
2020
Q3 		– Sell
-2,529
Closed -$226K – 273
2020
Q2 		$226K Buy
+2,529
New +$212K 0.02% 227
2018
Q1 		– Sell
-4
Closed – – 602
2017
Q4 		$0 Buy
+4
New +$279 ﹤0.01% 461

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

Moneta Group Investment Advisors's AME Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Ametek (AME) stake by 0.4% in Q1 2026, selling an estimated $47.3K and leaving 52,542 shares worth $11.3M. The position accounts for 0.08% of the portfolio, ranked #108.

Moneta Group Investment Advisors first reported a position in AME in Q4 2017 and has held it in 23 quarters since. 1,153 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Moneta Group Investment Advisors held 52,542 shares of Ametek worth $11.3M as of Q1 2026.
  • Moneta Group Investment Advisors sold 213 Ametek shares in Q1 2026, an estimated $47.3K.
  • Ametek made up 0.08% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #108 holding.
  • Moneta Group Investment Advisors first reported a position in Ametek in Q4 2017 and has held it in 23 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.