NWS
AMTM

Nvest Wealth Strategies’s Amentum Holdings AMTM Stock Holding History

Nvest Wealth Strategies’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 		$765 Hold
37
– – ﹤0.01% 242
2026
Q1 		$965 Hold
37
– – ﹤0.01% 225
2025
Q4 		$1.07K Buy
+37
New +$946 ﹤0.01% 197

Other funds holding AMTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Nvest Wealth Strategies's AMTM Position: Q2 2026 in Review

Nvest Wealth Strategies held its Amentum Holdings (AMTM) position steady in Q2 2026 at 37 shares worth $765. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Nvest Wealth Strategies first reported a position in AMTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07K in Q4 2025. 230 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

  • Nvest Wealth Strategies held 37 shares of Amentum Holdings worth $765 as of Q2 2026.
  • Nvest Wealth Strategies left its Amentum Holdings share count unchanged in Q2 2026.
  • Amentum Holdings made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #242 holding.
  • Nvest Wealth Strategies first reported a position in Amentum Holdings in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Amentum Holdings position peaked at $1.07K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.