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Wealth Enhancement Trust Services’s Ametek AME Stock Holding History

Wealth Enhancement Trust 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 		$148K Buy
613
+47
+8% +$10.8K 0.02% 318
2026
Q1 		$121K Sell
566
-137
-19% -$30.4K 0.01% 325
2025
Q4 		$144K Buy
+703
New +$137K 0.02% 295

Other funds holding AME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Ametek (AME) stake by 8.3% in Q2 2026, buying an estimated $10.8K and bringing the position to 613 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #318.

Wealth Enhancement Trust Services first reported a position in AME in Q4 2025 and has held it in 3 quarters since. 860 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Wealth Enhancement Trust Services held 613 shares of Ametek worth $148K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 47 Ametek shares in Q2 2026, an estimated $10.8K.
  • Ametek made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #318 holding.
  • Wealth Enhancement Trust Services first reported a position in Ametek in Q4 2025 and has held it in 3 quarters since.
  • 860 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

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