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United Capital Financial Advisors’s Ametek AME Stock Holding History

United Capital Financial 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 		$1.38M Sell
5,688
-363
-6% -$83.6K 0.01% 690
2026
Q1 		$1.3M Buy
6,051
+113
+2% +$25.1K 0.01% 671
2025
Q4 		$1.22M Buy
5,938
+927
+18% +$180K 0.01% 672
2025
Q3 		$942K Sell
5,011
-144
-3% -$26.5K 0.01% 659
2025
Q2 		$933K Sell
5,155
-145
-3% -$24.9K 0.01% 608
2025
Q1 		$912K Buy
5,300
+391
+8% +$71.1K 0.01% 586
2024
Q4 		$885K Buy
4,909
+318
+7% +$57.9K 0.01% 582
2024
Q3 		$788K Buy
4,591
+355
+8% +$59.3K 0.01% 600
2024
Q2 		$706K Buy
4,236
+63
+2% +$10.9K 0.01% 619
2024
Q1 		$763K Sell
4,173
-489
-10% -$84.2K 0.01% 630
2023
Q4 		$769K Buy
+4,662
New +$711K 0.01% 617
2023
Q3 		– Sell
-1,293
Closed -$209K – 838
2023
Q2 		$209K Buy
+1,293
New +$189K ﹤0.01% 845
2020
Q1 		– Sell
-2,815
Closed -$281K – 1192
2019
Q4 		$281K Buy
+2,815
New +$267K ﹤0.01% 1162
2019
Q3 		– Sell
-2,620
Closed -$238K – 1317
2019
Q2 		$238K Sell
2,620
-19
-0.7% -$1.63K ﹤0.01% 1305
2019
Q1 		$219K Buy
+2,639
New +$201K ﹤0.01% 1242

Other funds holding AME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors's AME Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Ametek (AME) stake by 6% in Q2 2026, selling an estimated $83.6K and leaving 5,688 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #690.

United Capital Financial Advisors first reported a position in AME in Q1 2019 and has held it in 15 quarters since. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • United Capital Financial Advisors held 5,688 shares of Ametek worth $1.38M as of Q2 2026.
  • United Capital Financial Advisors sold 363 Ametek shares in Q2 2026, an estimated $83.6K.
  • Ametek made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #690 holding.
  • United Capital Financial Advisors first reported a position in Ametek in Q1 2019 and has held it in 15 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.