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Waverly Advisors’s Ametek AME Stock Holding History

Waverly 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 		$5.1M Sell
21,098
-1,094
-5% -$252K 0.03% 448
2026
Q1 		$4.76M Buy
22,192
+487
+2% +$108K 0.04% 416
2025
Q4 		$4.46M Buy
21,705
+19,652
+957% +$3.82M 0.04% 398
2025
Q3 		$386K Buy
2,053
+705
+52% +$130K ﹤0.01% 946
2025
Q2 		$244K Buy
+1,348
New +$232K ﹤0.01% 1051

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 $3.38T AUM 44.17% 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

Waverly Advisors's AME Position: Q2 2026 in Review

Waverly Advisors reduced its Ametek (AME) stake by 4.9% in Q2 2026, selling an estimated $252K and leaving 21,098 shares worth $5.1M. The position accounts for 0.03% of the portfolio, ranked #448.

Waverly Advisors first reported a position in AME in Q2 2025 and has held it in 5 quarters since. 1,200 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Waverly Advisors held 21,098 shares of Ametek worth $5.1M as of Q2 2026.
  • Waverly Advisors sold 1,094 Ametek shares in Q2 2026, an estimated $252K.
  • Ametek made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #448 holding.
  • Waverly Advisors first reported a position in Ametek in Q2 2025 and has held it in 5 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.