N.E.W. Advisory Services’s Amentum Holdings AMTM Stock Holding History

N.E.W. Advisory Services’s Portfolio AMTM Stock Details AMTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2K	Hold	542	–	–	﹤0.01%	634
2026 Q1	$14.1K	Hold	542	–	–	﹤0.01%	566
2025 Q4	$15.7K	Hold	542	–	–	﹤0.01%	542
2025 Q3	$13K	Hold	542	–	–	﹤0.01%	532
2025 Q2	$12.8K	Buy	542 +52	+11%	+$1.09K	﹤0.01%	531
2025 Q1	$8.92K	Buy	+490	New	+$9.98K	﹤0.01%	635

Other funds holding AMTM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

TCA

Troluce Capital Advisors Dorado, Puerto Rico $971M AUM 2.27% 1-Year Est. Return

N.E.W. Advisory Services's AMTM Position: Q2 2026 in Review

N.E.W. Advisory Services held its Amentum Holdings (AMTM) position steady in Q2 2026 at 542 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

N.E.W. Advisory Services first reported a position in AMTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.7K in Q4 2025. 458 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

N.E.W. Advisory Services held 542 shares of Amentum Holdings worth $11.2K as of Q2 2026.
N.E.W. Advisory Services left its Amentum Holdings share count unchanged in Q2 2026.
Amentum Holdings made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #634 holding.
N.E.W. Advisory Services first reported a position in Amentum Holdings in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Amentum Holdings position peaked at $15.7K in Q4 2025.
458 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.