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True Wealth Design’s Ametek AME Stock Holding History

True Wealth Design’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 		$117K Buy
485
+77
+19% +$17.7K 0.03% 215
2026
Q1 		$87.5K Buy
408
+82
+25% +$18.2K 0.02% 245
2025
Q4 		$66.9K Sell
326
-1
-0.3% -$195 0.02% 260
2025
Q3 		$61.5K Buy
327
+195
+148% +$35.9K 0.02% 274
2025
Q2 		$23.9K Buy
132
+37
+39% +$6.37K 0.01% 342
2025
Q1 		$16.4K Buy
95
+49
+107% +$8.91K 0.01% 373
2024
Q4 		$8.29K Hold
46
– – ﹤0.01% 447
2024
Q3 		$7.86K Hold
46
– – ﹤0.01% 465
2024
Q2 		$7.62K Buy
46
+2
+5% +$345 ﹤0.01% 256
2024
Q1 		$7.99K Buy
44
+3
+7% +$517 ﹤0.01% 256
2023
Q4 		$6.7K Hold
41
– – ﹤0.01% 251
2023
Q3 		$5.99K Buy
41
+1
+3% +$156 ﹤0.01% 224
2023
Q2 		$6.55K Hold
40
– – ﹤0.01% 232
2023
Q1 		$5.88K Buy
40
+1
+3% +$142 ﹤0.01% 271
2022
Q4 		$5.5K Buy
+39
New +$5.17K ﹤0.01% 247

Other funds holding AME

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

True Wealth Design's AME Position: Q2 2026 in Review

True Wealth Design increased its Ametek (AME) stake by 19% in Q2 2026, buying an estimated $17.7K and bringing the position to 485 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #215.

True Wealth Design first reported a position in AME in Q4 2022 and has held it in 15 quarters since. 158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • True Wealth Design held 485 shares of Ametek worth $117K as of Q2 2026.
  • True Wealth Design bought 77 Ametek shares in Q2 2026, an estimated $17.7K.
  • Ametek made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #215 holding.
  • True Wealth Design first reported a position in Ametek in Q4 2022 and has held it in 15 quarters since.
  • 158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.