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
Q3 		$15.4M Buy
68,616
+14,079
+26% +$3.4M 0.02% 570
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

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
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
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services's AME Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Ametek (AME) stake by 26% in Q3 2026, buying an estimated $3.4M and bringing the position to 68,616 shares worth $15.4M. The position accounts for 0.02% of the portfolio, ranked #570.

Wealth Enhancement Advisory Services first reported a position in AME in Q3 2023 and has held it in 13 quarters since. The position peaked at $29.2M in Q4 2025. 63 funds tracked by Wall St. Rank hold AME as of Q3 2026.

  • Wealth Enhancement Advisory Services held 68,616 shares of Ametek worth $15.4M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 14,079 Ametek shares in Q3 2026, an estimated $3.4M.
  • Ametek made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #570 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ametek in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Ametek position peaked at $29.2M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.