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Opal Wealth Advisors’s Ametek AME Stock Holding History

Opal Wealth 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
Q2 		– Sell
-261
Closed -$55.9K – 243
2026
Q1 		$55.9K Buy
+261
New +$58K 0.01% 382
2025
Q3 		– Sell
-243
Closed -$44K – 209
2025
Q2 		$44K Sell
243
-576
-70% -$99.1K 0.01% 390
2025
Q1 		$141K Buy
+819
New +$149K 0.04% 225
2024
Q3 		– Sell
-790
Closed -$132K – 234
2024
Q2 		$132K Buy
+790
New +$136K 0.04% 242

Other funds holding AME

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Opal Wealth Advisors's AME Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Ametek (AME) in Q2 2026, closing a stake of 261 shares — an estimated $55.9K sold.

Opal Wealth Advisors first reported a position in AME in Q2 2024 and held it in 4 quarters. The position peaked at $141K in Q1 2025. 180 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Ametek position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 261 Ametek shares in Q2 2026, an estimated $55.9K.
  • Opal Wealth Advisors first reported a position in Ametek in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Ametek position peaked at $141K in Q1 2025.
  • 180 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.