Next Level Wealth Planning’s Ametek AME Stock Holding History

Next Level Wealth Planning’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 Q3	$149K	Buy	+600	New	+$145K	0.06%	85

Other funds holding AME

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Next Level Wealth Planning's AME Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Ametek (AME) in Q3 2026: 600 shares worth $149K. The stake represents 0.06% of the portfolio and ranks #85 among its holdings.

626 funds tracked by Wall St. Rank hold AME as of Q3 2026.

Next Level Wealth Planning held 600 shares of Ametek worth $149K as of Q3 2026.
Ametek was a new Next Level Wealth Planning position in Q3 2026.
Ametek made up 0.06% of Next Level Wealth Planning's portfolio in Q3 2026, its #85 holding.
626 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.