AWM
APH icon

Abound Wealth Management’s Amphenol APH Stock Holding History

Abound Wealth Management’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.6K Sell
367
-126
-26% -$18.2K 0.01% 203
2026
Q1 		$62.3K Buy
493
+271
+122% +$38.1K 0.01% 209
2025
Q4 		$30K Buy
222
+5
+2% +$669 0.01% 300
2025
Q3 		$26.9K Buy
217
+6
+3% +$658 0.01% 302
2025
Q2 		$20.8K Sell
211
-96
-31% -$7.85K 0.01% 320
2025
Q1 		$20.1K Buy
307
+55
+22% +$3.75K 0.01% 293
2024
Q4 		$17.5K Buy
252
+41
+19% +$2.87K 0.01% 300
2024
Q3 		$13.8K Buy
211
+3
+1% +$194 ﹤0.01% 363
2024
Q2 		$14K Sell
208
-14
-6% -$883 0.01% 316
2024
Q1 		$12.8K Hold
222
– – ﹤0.01% 327
2023
Q4 		$11K Sell
222
-18
-8% -$795 ﹤0.01% 354
2023
Q3 		$10.1K Buy
240
+12
+5% +$516 ﹤0.01% 327
2023
Q2 		$9.69K Buy
228
+96
+73% +$3.73K ﹤0.01% 341
2023
Q1 		$5.4K Hold
132
– – ﹤0.01% 388
2022
Q4 		$5.03K Sell
132
-44
-25% -$1.67K ﹤0.01% 355
2022
Q3 		$5.89K Buy
+176
New +$6.39K ﹤0.01% 342

Other funds holding APH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return