Wealthspire Advisors (New York)’s Ametek AME Stock Holding History

Wealthspire Advisors (New York)’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	$458K	Sell	1,893 -15	-0.8%	-$3.46K	﹤0.01%	834
2026 Q1	$409K	Sell	1,908 -1,199	-39%	-$266K	﹤0.01%	638
2025 Q4	$638K	Buy	3,107 +2,096	+207%	+$408K	0.01%	543
2025 Q3	$190K	Sell	1,011 -728	-42%	-$134K	﹤0.01%	812
2025 Q2	$315K	Sell	1,739 -130	-7%	-$22.4K	﹤0.01%	652
2025 Q1	$322K	Buy	1,869 +11	+0.6%	+$2K	﹤0.01%	625
2024 Q4	$335K	Buy	+1,858	New	+$338K	﹤0.01%	626
2024 Q2	–	Sell	-1,187	Closed	-$217K	–	665
2024 Q1	$217K	Sell	1,187 -211	-15%	-$36.3K	﹤0.01%	583
2023 Q4	$231K	Sell	1,398 -773	-36%	-$118K	﹤0.01%	580
2023 Q3	$321K	Hold	2,171	–	–	0.01%	472
2023 Q2	$351K	Buy	+2,171	New	+$317K	0.01%	433
2023 Q1	–	Sell	-1,459	Closed	-$204K	–	536
2022 Q4	$204K	Buy	+1,459	New	+$193K	﹤0.01%	539
2022 Q1	–	Sell	-1,771	Closed	-$260K	–	437
2021 Q4	$260K	Buy	+1,771	New	+$242K	0.01%	454
2021 Q2	–	Sell	-2,751	Closed	-$351K	–	383
2021 Q1	$351K	Buy	2,751 +1,028	+60%	+$124K	0.01%	505
2020 Q4	$208K	Buy	+1,723	New	+$194K	0.01%	542
2019 Q1	–	Sell	-211	Closed	-$14K	–	82
2018 Q4	$14K	Buy	+211	New	+$15.1K	﹤0.01%	415

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

Wealthspire Advisors (New York)'s AME Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Ametek (AME) stake by 0.79% in Q2 2026, selling an estimated $3.46K and leaving 1,893 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Wealthspire Advisors (New York) first reported a position in AME in Q4 2018 and has held it in 16 quarters since. The position peaked at $638K in Q4 2025. 1,200 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Wealthspire Advisors (New York) held 1,893 shares of Ametek worth $458K as of Q2 2026.
Wealthspire Advisors (New York) sold 15 Ametek shares in Q2 2026, an estimated $3.46K.
Ametek made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #834 holding.
Wealthspire Advisors (New York) first reported a position in Ametek in Q4 2018 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s Ametek position peaked at $638K in Q4 2025.
1,200 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.