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Sequoia Financial Advisors’s Ametek AME Stock Holding History

Sequoia Financial Advisors’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 		$2.41M Buy
9,978
+1,352
+16% +$311K 0.01% 555
2026
Q1 		$1.85M Sell
8,626
-75
-0.9% -$16.7K 0.01% 627
2025
Q4 		$1.79M Buy
8,701
+2,676
+44% +$521K 0.01% 619
2025
Q3 		$1.13M Buy
6,025
+536
+10% +$98.6K 0.01% 724
2025
Q2 		$993K Sell
5,489
-37
-0.7% -$6.37K 0.01% 690
2025
Q1 		$951K Sell
5,526
-144
-3% -$26.2K 0.01% 633
2024
Q4 		$1.02M Buy
5,670
+591
+12% +$108K 0.01% 572
2024
Q3 		$872K Sell
5,079
-72
-1% -$12K 0.01% 584
2024
Q2 		$859K Buy
5,151
+296
+6% +$51.1K 0.01% 517
2024
Q1 		$888K Sell
4,855
-987
-17% -$170K 0.01% 501
2023
Q4 		$963K Buy
5,842
+1,828
+46% +$279K 0.01% 535
2023
Q3 		$593K Buy
4,014
+63
+2% +$9.84K 0.01% 468
2023
Q2 		$640K Sell
3,951
-30
-0.8% -$4.38K 0.01% 448
2023
Q1 		$579K Buy
3,981
+270
+7% +$38.4K 0.01% 426
2022
Q4 		$518K Buy
3,711
+1,026
+38% +$136K 0.01% 425
2022
Q3 		$304K Buy
2,685
+68
+3% +$8.15K 0.01% 383
2022
Q2 		$288K Buy
2,617
+238
+10% +$28.9K 0.01% 445
2022
Q1 		$316K Buy
2,379
+700
+42% +$94K 0.01% 484
2021
Q4 		$247K Buy
+1,679
New +$230K 0.01% 493

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 $3.37T AUM 44.26% 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

Sequoia Financial Advisors's AME Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Ametek (AME) stake by 16% in Q2 2026, buying an estimated $311K and bringing the position to 9,978 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #555.

Sequoia Financial Advisors first reported a position in AME in Q4 2021 and has held it in 19 quarters since. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Sequoia Financial Advisors held 9,978 shares of Ametek worth $2.41M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,352 Ametek shares in Q2 2026, an estimated $311K.
  • Ametek made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #555 holding.
  • Sequoia Financial Advisors first reported a position in Ametek in Q4 2021 and has held it in 19 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.