NewSquare Capital’s Ametek AME Stock Holding History

NewSquare Capital’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	-170	Closed	-$30.8K	–	230
2025 Q2	$30.8K	Buy	170 +96	+130%	+$16.5K	﹤0.01%	381
2025 Q1	$12.7K	Buy	74 +62	+517%	+$11.3K	﹤0.01%	479
2024 Q4	$2.16K	Buy	+12	New	+$2.19K	﹤0.01%	537

Other funds holding AME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

NewSquare Capital's AME Position: Q3 2025 in Review

NewSquare Capital sold out of Ametek (AME) in Q3 2025, closing a stake of 170 shares — an estimated $30.8K sold.

NewSquare Capital first reported a position in AME in Q4 2024 and held it in 3 quarters. The position peaked at $30.8K in Q2 2025. 1,034 funds tracked by Wall St. Rank hold AME as of Q3 2025.

NewSquare Capital reported no remaining Ametek position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 170 Ametek shares in Q3 2025, an estimated $30.8K.
NewSquare Capital first reported a position in Ametek in Q4 2024 and held it in 3 quarters.
NewSquare Capital's Ametek position peaked at $30.8K in Q2 2025.
1,034 funds tracked by Wall St. Rank held Ametek as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.