Waterloo Capital’s Ametek AME Stock Holding History

Waterloo Capital’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	$262K	Buy	+1,083	New	+$249K	0.01%	474
2023 Q3	–	Sell	-1,602	Closed	-$259K	–	186
2023 Q2	$259K	Buy	+1,602	New	+$234K	0.08%	152

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 $3.38T AUM 44.17% 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

Waterloo Capital's AME Position: Q2 2026 in Review

Waterloo Capital opened a new position in Ametek (AME) in Q2 2026: 1,083 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in AME as recently as Q2 2023.

Waterloo Capital first reported a position in AME in Q2 2023 and has held it in 2 quarters since. 1,200 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Waterloo Capital held 1,083 shares of Ametek worth $262K as of Q2 2026.
Ametek was a new Waterloo Capital position in Q2 2026.
Ametek made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #474 holding.
Waterloo Capital first reported a position in Ametek in Q2 2023 and has held it in 2 quarters since.
1,200 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.