Accurate Wealth Management
APH icon

Accurate Wealth Management’s Amphenol APH Stock Holding History

Accurate 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
Q3 		$1.95M Buy
22,716
+3,234
+17% +$261K 0.17% 143
2026
Q2 		$1.55M Buy
19,482
+2,872
+17% +$207K 0.15% 159
2026
Q1 		$1.17M Buy
16,610
+600
+4% +$42.2K 0.14% 159
2025
Q4 		$1.12M Buy
16,010
+266
+2% +$17.8K 0.14% 163
2025
Q3 		$966K Buy
15,744
+4,502
+40% +$247K 0.13% 170
2025
Q2 		$553K Buy
+11,242
New +$460K 0.08% 245
2024
Q4 		– Sell
-87,332
Closed -$2.87M – 378
2024
Q3 		$2.87M Buy
+87,332
New +$2.83M 0.58% 45
2023
Q2 		– Sell
-92,832
Closed -$1.82M – 272
2023
Q1 		$1.82M Buy
92,832
+7,392
+9% +$146K 0.63% 35
2022
Q4 		$1.69M Sell
85,440
-105,052
-55% -$1.99M 0.62% 29
2022
Q3 		$3.31M Buy
190,492
+91,040
+92% +$1.65M 1.38% 13
2022
Q2 		$1.64M Buy
99,452
+21,796
+28% +$379K 0.89% 22
2022
Q1 		$1.46M Buy
77,656
+57,828
+292% +$1.12M 0.66% 31
2021
Q4 		$388K Buy
19,828
+408
+2% +$8.26K 0.32% 85
2021
Q3 		$368K Buy
19,420
+3,572
+23% +$65.6K 0.32% 85
2021
Q2 		$271K Buy
+15,848
New +$268K 0.24% 103

Other funds holding APH

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Accurate Wealth Management's APH Position: Q3 2026 in Review

Accurate Wealth Management increased its Amphenol (APH) stake by 17% in Q3 2026, buying an estimated $261K and bringing the position to 22,716 shares worth $1.95M. The position accounts for 0.17% of the portfolio, ranked #143.

Accurate Wealth Management first reported a position in APH in Q2 2021 and has held it in 15 quarters since. The position peaked at $3.31M in Q3 2022. 597 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Accurate Wealth Management held 22,716 shares of Amphenol worth $1.95M as of Q3 2026.
  • Accurate Wealth Management bought 3,234 Amphenol shares in Q3 2026, an estimated $261K.
  • Amphenol made up 0.17% of Accurate Wealth Management's portfolio in Q3 2026, its #143 holding.
  • Accurate Wealth Management first reported a position in Amphenol in Q2 2021 and has held it in 15 quarters since.
  • Accurate Wealth Management's Amphenol position peaked at $3.31M in Q3 2022.
  • 597 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.