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Poinciana Advisors Group’s Ametek AME Stock Holding History

Poinciana Advisors Group’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
-1,292
Closed -$277K – 116
2026
Q1 		$277K Hold
1,292
– – 0.22% 86
2025
Q4 		$265K Sell
1,292
-13
-1% -$2.53K 0.21% 92
2025
Q3 		$245K Hold
1,305
– – 0.21% 94
2025
Q2 		$236K Buy
+1,305
New +$225K 0.21% 100

Other funds holding AME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Poinciana Advisors Group's AME Position: Q2 2026 in Review

Poinciana Advisors Group sold out of Ametek (AME) in Q2 2026, closing a stake of 1,292 shares — an estimated $277K sold.

Poinciana Advisors Group first reported a position in AME in Q2 2025 and held it in 4 quarters. The position peaked at $277K in Q1 2026. 1,200 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Poinciana Advisors Group reported no remaining Ametek position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 1,292 Ametek shares in Q2 2026, an estimated $277K.
  • Poinciana Advisors Group first reported a position in Ametek in Q2 2025 and held it in 4 quarters.
  • Poinciana Advisors Group's Ametek position peaked at $277K in Q1 2026.
  • 1,200 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.