Wealth Enhancement Advisory Services
AME icon

Wealth Enhancement Advisory Services’s Ametek AME Stock Holding History

Wealth Enhancement Advisory Services’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 		$11.5M Buy
54,537
+6,264
+13% +$1.44M 0.02% 618
2026
Q1 		$9.43M Sell
48,273
-87,776
-65% -$19.5M 0.02% 607
2025
Q4 		$29.2M Buy
136,049
+1,686
+1% +$328K 0.04% 376
2025
Q3 		$24.4M Buy
134,363
+84,224
+168% +$15.5M 0.04% 403
2025
Q2 		$9.24M Sell
50,139
-65,055
-56% -$11.2M 0.02% 669
2025
Q1 		$19.8M Buy
115,194
+3,285
+3% +$597K 0.04% 401
2024
Q4 		$20.2M Buy
111,909
+1,103
+1% +$201K 0.04% 370
2024
Q3 		$19M Buy
110,806
+275
+0.2% +$45.9K 0.04% 365
2024
Q2 		$18.4M Buy
110,531
+1,443
+1% +$249K 0.04% 346
2024
Q1 		$20M Sell
109,088
-2,024
-2% -$349K 0.05% 323
2023
Q4 		$18.3M Sell
111,112
-347
-0.3% -$52.9K 0.05% 318
2023
Q3 		$16.5M Buy
+111,459
New +$17.4M 0.05% 315

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

Wealth Enhancement Advisory Services's AME Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Ametek (AME) stake by 13% in Q2 2026, buying an estimated $1.44M and bringing the position to 54,537 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #618.

Wealth Enhancement Advisory Services first reported a position in AME in Q3 2023 and has held it in 12 quarters since. The position peaked at $29.2M in Q4 2025. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Wealth Enhancement Advisory Services held 54,537 shares of Ametek worth $11.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,264 Ametek shares in Q2 2026, an estimated $1.44M.
  • Ametek made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #618 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ametek in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Ametek position peaked at $29.2M in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.