True Wealth Design
AME icon

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
Q3 		$178K Buy
720
+235
+48% +$56.7K 0.04% 140
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

James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

True Wealth Design's AME Position: Q3 2026 in Review

True Wealth Design increased its Ametek (AME) stake by 48% in Q3 2026, buying an estimated $56.7K and bringing the position to 720 shares worth $178K. The position accounts for 0.04% of the portfolio, ranked #140.

True Wealth Design first reported a position in AME in Q4 2022 and has held it in 16 quarters since. 284 funds tracked by Wall St. Rank hold AME as of Q3 2026.

  • True Wealth Design held 720 shares of Ametek worth $178K as of Q3 2026.
  • True Wealth Design bought 235 Ametek shares in Q3 2026, an estimated $56.7K.
  • Ametek made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #140 holding.
  • True Wealth Design first reported a position in Ametek in Q4 2022 and has held it in 16 quarters since.
  • 284 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.