Trifecta Capital Advisors’s Ametek AME Stock Holding History

Trifecta Capital 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
2025 Q4	–	Sell	-13	Closed	-$2.44K	–	268
2025 Q3	$2.44K	Sell	13 -9	-41%	-$1.66K	﹤0.01%	319
2025 Q2	$3.98K	Buy	22 +9	+69%	+$1.55K	﹤0.01%	277
2025 Q1	$2.24K	Hold	13	–	–	﹤0.01%	297
2024 Q4	$2.34K	Hold	13	–	–	﹤0.01%	287
2024 Q3	$2.23K	Hold	13	–	–	﹤0.01%	298
2024 Q2	$2.17K	Hold	13	–	–	﹤0.01%	303
2024 Q1	$2.38K	Hold	13	–	–	﹤0.01%	288
2023 Q4	$2.14K	Hold	13	–	–	﹤0.01%	320
2023 Q3	$1.92K	Sell	13 -1	-7%	-$156	﹤0.01%	311
2023 Q2	$2.27K	Sell	14 -2	-13%	-$292	﹤0.01%	290
2023 Q1	$2.33K	Hold	16	–	–	﹤0.01%	289
2022 Q4	$2.24K	Buy	+16	New	+$2.12K	﹤0.01%	286

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

Trifecta Capital Advisors's AME Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Ametek (AME) in Q4 2025, closing a stake of 13 shares — an estimated $2.44K sold.

Trifecta Capital Advisors first reported a position in AME in Q4 2022 and held it in 12 quarters. The position peaked at $3.98K in Q2 2025. 1,127 funds tracked by Wall St. Rank hold AME as of Q4 2025.

Trifecta Capital Advisors reported no remaining Ametek position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 13 Ametek shares in Q4 2025, an estimated $2.44K.
Trifecta Capital Advisors first reported a position in Ametek in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Ametek position peaked at $3.98K in Q2 2025.
1,127 funds tracked by Wall St. Rank held Ametek as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.