SOA Wealth Advisors’s Ametek AME Stock Holding History

SOA Wealth 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	$7.74K	Buy	+32	New	+$7.37K	﹤0.01%	646
2025 Q2	–	Sell	-13	Closed	-$2.24K	–	881
2025 Q1	$2.24K	Hold	13	–	–	﹤0.01%	691
2024 Q4	$2.34K	Hold	13	–	–	﹤0.01%	675
2024 Q3	$2.23K	Hold	13	–	–	﹤0.01%	661
2024 Q2	$2.17K	Hold	13	–	–	﹤0.01%	664
2024 Q1	$2.38K	Hold	13	–	–	﹤0.01%	691
2023 Q4	$2.14K	Hold	13	–	–	﹤0.01%	691
2023 Q3	$1.92K	Hold	13	–	–	﹤0.01%	720
2023 Q2	$2.1K	Hold	13	–	–	﹤0.01%	721
2023 Q1	$1.89K	Hold	13	–	–	﹤0.01%	734
2022 Q4	$1.82K	Hold	13	–	–	﹤0.01%	746
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	742
2022 Q2	$1K	Sell	13 -2	-13%	-$243	﹤0.01%	730
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	832
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	760
2021 Q3	$1K	Sell	15 -36	-71%	-$4.84K	﹤0.01%	817
2021 Q2	$6K	Sell	51 -91	-64%	-$12.2K	﹤0.01%	637
2021 Q1	$18K	Buy	142 +69	+95%	+$8.33K	0.01%	419
2020 Q4	$8K	Buy	+73	New	+$8.22K	﹤0.01%	541

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

SOA Wealth Advisors's AME Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Ametek (AME) in Q2 2026: 32 shares worth $7.74K. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in AME as recently as Q1 2025.

SOA Wealth Advisors first reported a position in AME in Q4 2020 and has held it in 19 quarters since. The position peaked at $18K in Q1 2021. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

SOA Wealth Advisors held 32 shares of Ametek worth $7.74K as of Q2 2026.
Ametek was a new SOA Wealth Advisors position in Q2 2026.
Ametek made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #646 holding.
SOA Wealth Advisors first reported a position in Ametek in Q4 2020 and has held it in 19 quarters since.
SOA Wealth Advisors's Ametek position peaked at $18K in Q1 2021.
1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.