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Root Financial Partners’s Ametek AME Stock Holding History

Root Financial Partners’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 		$69.2K Buy
323
+50
+18% +$11.1K ﹤0.01% 722
2025
Q4 		$56.1K Buy
273
+22
+9% +$4.28K ﹤0.01% 662
2025
Q3 		$47.2K Buy
+251
New +$46.2K ﹤0.01% 690

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

Root Financial Partners's AME Position: Q1 2026 in Review

Root Financial Partners increased its Ametek (AME) stake by 18% in Q1 2026, buying an estimated $11.1K and bringing the position to 323 shares worth $69.2K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Root Financial Partners first reported a position in AME in Q3 2025 and has held it in 3 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Root Financial Partners held 323 shares of Ametek worth $69.2K as of Q1 2026.
  • Root Financial Partners bought 50 Ametek shares in Q1 2026, an estimated $11.1K.
  • Ametek made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #722 holding.
  • Root Financial Partners first reported a position in Ametek in Q3 2025 and has held it in 3 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.