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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Wealthspire Advisors (New York)'s AME Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Ametek (AME) stake by 39% in Q1 2026, selling an estimated $266K and leaving 1,908 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Wealthspire Advisors (New York) first reported a position in AME in Q4 2018 and has held it in 15 quarters since. The position peaked at $638K in Q4 2025. 1,154 funds tracked by Wall St. Rank hold AME as of Q1 2026.

Wealthspire Advisors (New York) held 1,908 shares of Ametek worth $409K as of Q1 2026.
Wealthspire Advisors (New York) sold 1,199 Ametek shares in Q1 2026, an estimated $266K.
Ametek made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #638 holding.
Wealthspire Advisors (New York) first reported a position in Ametek in Q4 2018 and has held it in 15 quarters since.
Wealthspire Advisors (New York)'s Ametek position peaked at $638K in Q4 2025.
1,154 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.