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OneDigital Investment Advisors’s Ametek AME Stock Holding History

OneDigital Investment Advisors’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
Q1 		$228K Sell
1,062
-927
-47% -$206K ﹤0.01% 1341
2025
Q4 		$408K Buy
1,989
+59
+3% +$11.5K ﹤0.01% 1047
2025
Q3 		$363K Sell
1,930
-185
-9% -$34K ﹤0.01% 1083
2025
Q2 		$383K Sell
2,115
-26,008
-92% -$4.47M ﹤0.01% 1034
2025
Q1 		$4.84M Buy
28,123
+1,836
+7% +$334K 0.06% 239
2024
Q4 		$4.74M Buy
26,287
+6,583
+33% +$1.2M 0.05% 249
2024
Q3 		$3.38M Buy
19,704
+9,262
+89% +$1.55M 0.04% 317
2024
Q2 		$1.74M Sell
10,442
-2,447
-19% -$423K 0.02% 456
2024
Q1 		$2.36M Buy
12,889
+6,548
+103% +$1.13M 0.04% 299
2023
Q4 		$1.05M Buy
6,341
+3,223
+103% +$491K 0.02% 462
2023
Q3 		$461K Buy
3,118
+559
+22% +$87.3K 0.01% 674
2023
Q2 		$414K Buy
2,559
+964
+60% +$141K 0.01% 707
2023
Q1 		$232K Buy
+1,595
New +$227K 0.01% 862
2021
Q4 		– Sell
-1,706
Closed -$212K – 793
2021
Q3 		$212K Sell
1,706
-184
-10% -$24.7K 0.01% 674
2021
Q2 		$252K Buy
+1,890
New +$253K 0.01% 605

Other funds holding AME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

OneDigital Investment Advisors's AME Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Ametek (AME) stake by 47% in Q1 2026, selling an estimated $206K and leaving 1,062 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

OneDigital Investment Advisors first reported a position in AME in Q2 2021 and has held it in 15 quarters since. The position peaked at $4.84M in Q1 2025. 1,152 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • OneDigital Investment Advisors held 1,062 shares of Ametek worth $228K as of Q1 2026.
  • OneDigital Investment Advisors sold 927 Ametek shares in Q1 2026, an estimated $206K.
  • Ametek made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1341 holding.
  • OneDigital Investment Advisors first reported a position in Ametek in Q2 2021 and has held it in 15 quarters since.
  • OneDigital Investment Advisors's Ametek position peaked at $4.84M in Q1 2025.
  • 1,152 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.