Root Financial Partners
AME icon

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
Q3 		$223K Buy
+899
New +$217K 0.01% 405
2026
Q2 		– Sell
-323
Closed -$69.2K – 532
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Root Financial Partners's AME Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ametek (AME) in Q3 2026: 899 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #405 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AME as recently as Q1 2026.

Root Financial Partners first reported a position in AME in Q3 2025 and has held it in 4 quarters since. 875 funds tracked by Wall St. Rank hold AME as of Q3 2026.

  • Root Financial Partners held 899 shares of Ametek worth $223K as of Q3 2026.
  • Ametek was a new Root Financial Partners position in Q3 2026.
  • Ametek made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #405 holding.
  • Root Financial Partners first reported a position in Ametek in Q3 2025 and has held it in 4 quarters since.
  • 875 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.