Wellspring Financial Advisors’s Ametek AME Stock Holding History

Wellspring Financial Advisors’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	–	Sell	-1,048	Closed	-$225K	–	290
2026 Q1	$225K	Buy	+1,048	New	+$233K	0.02%	253

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 $3.37T AUM 44.26% 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

Wellspring Financial Advisors's AME Position: Q2 2026 in Review

Wellspring Financial Advisors sold out of Ametek (AME) in Q2 2026, closing a stake of 1,048 shares — an estimated $225K sold.

Wellspring Financial Advisors first reported a position in AME in Q1 2026 and held it in 1 quarter. The position peaked at $225K in Q1 2026. 1,198 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Wellspring Financial Advisors reported no remaining Ametek position as of Q2 2026 after selling out during the quarter.
Wellspring Financial Advisors sold 1,048 Ametek shares in Q2 2026, an estimated $225K.
Wellspring Financial Advisors first reported a position in Ametek in Q1 2026 and held it in 1 quarter.
Wellspring Financial Advisors's Ametek position peaked at $225K in Q1 2026.
1,198 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.