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MorganRosel Wealth Management’s Ametek AME Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-31
Closed -$5.61K – 117
2025
Q2 		$5.61K Buy
31
+4
+15% +$688 ﹤0.01% 282
2025
Q1 		$4.65K Buy
+27
New +$4.91K ﹤0.01% 282
2024
Q3 		– Sell
-3,886
Closed -$648K – 102
2024
Q2 		$648K Buy
3,886
+61
+2% +$10.5K 0.23% 73
2024
Q1 		$700K Buy
3,825
+170
+5% +$29.3K 0.25% 71
2023
Q4 		$603K Sell
3,655
-952
-21% -$145K 0.23% 69
2023
Q3 		$681K Buy
+4,607
New +$720K 0.28% 56

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

MorganRosel Wealth Management's AME Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Ametek (AME) in Q3 2025, closing a stake of 31 shares — an estimated $5.61K sold.

MorganRosel Wealth Management first reported a position in AME in Q3 2023 and held it in 6 quarters. The position peaked at $700K in Q1 2024. 1,034 funds tracked by Wall St. Rank hold AME as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Ametek position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 31 Ametek shares in Q3 2025, an estimated $5.61K.
  • MorganRosel Wealth Management first reported a position in Ametek in Q3 2023 and held it in 6 quarters.
  • MorganRosel Wealth Management's Ametek position peaked at $700K in Q1 2024.
  • 1,034 funds tracked by Wall St. Rank held Ametek as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.