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Valeo Financial Advisors’s Ametek AME Stock Holding History

Valeo 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
Q3 		$256K Buy
+1,033
New +$249K 0.01% 687
2026
Q1 		– Sell
-1,364
Closed -$280K – 765
2025
Q4 		$280K Buy
1,364
+88
+7% +$17.1K 0.01% 651
2025
Q3 		$240K Sell
1,276
-132
-9% -$24.3K 0.01% 687
2025
Q2 		$255K Buy
1,408
+13
+0.9% +$2.24K 0.01% 633
2025
Q1 		$240K Buy
+1,395
New +$254K 0.01% 591
2021
Q2 		– Sell
-3,953
Closed -$505K – 569
2021
Q1 		$505K Buy
3,953
+9
+0.2% +$1.09K 0.02% 272
2020
Q4 		$477K Buy
+3,944
New +$444K 0.02% 257
2020
Q3 		– Sell
-60
Closed -$5K – 1586
2020
Q2 		$5K Buy
60
+31
+107% +$2.6K ﹤0.01% 1495
2020
Q1 		$2K Hold
29
– – ﹤0.01% 1480
2019
Q4 		$3K Hold
29
– – ﹤0.01% 1375
2019
Q3 		$3K Hold
29
– – ﹤0.01% 1298
2019
Q2 		$3K Hold
29
– – ﹤0.01% 1316
2019
Q1 		$2K Sell
29
-19
-40% -$1.44K ﹤0.01% 1332
2018
Q4 		$3K Sell
48
-13
-21% -$933 ﹤0.01% 1185
2018
Q3 		$4K Hold
61
– – ﹤0.01% 1248
2018
Q2 		$5K Hold
61
– – ﹤0.01% 1115
2018
Q1 		$5K Buy
61
+2
+3% +$152 ﹤0.01% 1110
2017
Q4 		$4K Sell
59
-9
-13% -$627 ﹤0.01% 1050
2017
Q3 		$4K Buy
+68
New +$4.3K ﹤0.01% 902

Other funds holding AME

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Valeo Financial Advisors's AME Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Ametek (AME) in Q3 2026: 1,033 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in AME as recently as Q4 2025.

Valeo Financial Advisors first reported a position in AME in Q3 2017 and has held it in 19 quarters since. The position peaked at $505K in Q1 2021. 80 funds tracked by Wall St. Rank hold AME as of Q3 2026.

  • Valeo Financial Advisors held 1,033 shares of Ametek worth $256K as of Q3 2026.
  • Ametek was a new Valeo Financial Advisors position in Q3 2026.
  • Ametek made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #687 holding.
  • Valeo Financial Advisors first reported a position in Ametek in Q3 2017 and has held it in 19 quarters since.
  • Valeo Financial Advisors's Ametek position peaked at $505K in Q1 2021.
  • 80 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.