United Financial Planning Group’s Ametek AME Stock Holding History

United Financial Planning Group’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	$3.63K	Hold	15	–	–	﹤0.01%	417
2026 Q1	$3.21K	Buy	+15	New	+$3.33K	﹤0.01%	390

Other funds holding AME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Financial Planning Group's AME Position: Q2 2026 in Review

United Financial Planning Group held its Ametek (AME) position steady in Q2 2026 at 15 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

United Financial Planning Group first reported a position in AME in Q1 2026 and has held it in 2 quarters since. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

United Financial Planning Group held 15 shares of Ametek worth $3.63K as of Q2 2026.
United Financial Planning Group left its Ametek share count unchanged in Q2 2026.
Ametek made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #417 holding.
United Financial Planning Group first reported a position in Ametek in Q1 2026 and has held it in 2 quarters since.
1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.