SageView Advisory Group’s Ametek AME Stock Holding History

SageView Advisory 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
2025 Q4	$233K	Sell	1,134 -19	-2%	-$3.7K	0.01%	546
2025 Q3	$217K	Sell	1,153 -18	-2%	-$3.31K	0.01%	610
2025 Q2	$209K	Sell	1,171 -56	-5%	-$9.63K	0.01%	591
2025 Q1	$211K	Sell	1,227 -148	-11%	-$26.9K	0.01%	566
2024 Q4	$248K	Buy	+1,375	New	+$250K	0.01%	508

Other funds holding AME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's AME Position: Q4 2025 in Review

SageView Advisory Group reduced its Ametek (AME) stake by 1.6% in Q4 2025, selling an estimated $3.7K and leaving 1,134 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #546.

SageView Advisory Group first reported a position in AME in Q4 2024 and has held it in 5 quarters since. The position peaked at $248K in Q4 2024. 1,127 funds tracked by Wall St. Rank hold AME as of Q4 2025.

SageView Advisory Group held 1,134 shares of Ametek worth $233K as of Q4 2025.
SageView Advisory Group sold 19 Ametek shares in Q4 2025, an estimated $3.7K.
Ametek made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #546 holding.
SageView Advisory Group first reported a position in Ametek in Q4 2024 and has held it in 5 quarters since.
SageView Advisory Group's Ametek position peaked at $248K in Q4 2024.
1,127 funds tracked by Wall St. Rank held Ametek as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.