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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Root Financial Partners's AME Position: Q2 2026 in Review

Root Financial Partners sold out of Ametek (AME) in Q2 2026, closing a stake of 323 shares — an estimated $69.2K sold.

Root Financial Partners first reported a position in AME in Q3 2025 and held it in 3 quarters. The position peaked at $69.2K in Q1 2026. 1,198 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Root Financial Partners reported no remaining Ametek position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 323 Ametek shares in Q2 2026, an estimated $69.2K.
Root Financial Partners first reported a position in Ametek in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Ametek position peaked at $69.2K in Q1 2026.
1,198 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.