Unique Wealth Strategies’s Ametek AME Stock Holding History

Unique Wealth Strategies’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	-3,212	Closed	-$604K	–	214
2025 Q3	$604K	Buy	+3,212	New	+$591K	0.23%	136
2025 Q2	–	Sell	-3,011	Closed	-$518K	–	203
2025 Q1	$518K	Buy	+3,011	New	+$547K	0.24%	127
2024 Q3	–	Sell	-10	Closed	-$1.83K	–	225
2024 Q2	$1.83K	Buy	+10	New	+$1.73K	﹤0.01%	498

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

Unique Wealth Strategies's AME Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Ametek (AME) in Q4 2025, closing a stake of 3,212 shares — an estimated $604K sold.

Unique Wealth Strategies first reported a position in AME in Q2 2024 and held it in 3 quarters. The position peaked at $604K in Q3 2025. 1,126 funds tracked by Wall St. Rank hold AME as of Q4 2025.

Unique Wealth Strategies reported no remaining Ametek position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 3,212 Ametek shares in Q4 2025, an estimated $604K.
Unique Wealth Strategies first reported a position in Ametek in Q2 2024 and held it in 3 quarters.
Unique Wealth Strategies's Ametek position peaked at $604K in Q3 2025.
1,126 funds tracked by Wall St. Rank held Ametek as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.