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AGF Management’s Amphenol APH Stock Holding History

AGF 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 		$16.8M Sell
190,944
-1,481,140
-89% -$107M 0.07% 181
2026
Q1 		$106M Sell
1,672,084
-1,671,306
-50% -$118M 0.47% 65
2025
Q4 		$226M Sell
3,343,390
-2,144,090
-39% -$143M 0.98% 23
2025
Q3 		$340M Sell
5,487,480
-94,494
-2% -$5.18M 1.49% 12
2025
Q2 		$276M Buy
5,581,974
+3,533,388
+172% +$144M 1.25% 19
2025
Q1 		$67.2M Buy
2,048,586
+1,304,250
+175% +$44.5M 0.35% 88
2024
Q4 		$25.8M Sell
744,336
-1,674
-0.2% -$58.6K 0.13% 138
2024
Q3 		$24.3M Buy
746,010
+88,962
+14% +$2.88M 0.12% 146
2024
Q2 		$22.1M Sell
657,048
-809,984
-55% -$25.6M 0.12% 142
2024
Q1 		$42.3M Buy
1,467,032
+298,524
+26% +$7.82M 0.23% 117
2023
Q4 		$29M Sell
1,168,508
-342,512
-23% -$7.57M 0.17% 133
2023
Q3 		$31.7M Buy
+1,511,020
New +$32.5M 0.23% 119
2023
Q2 		– Sell
-1,655,408
Closed -$33.8M – 669
2023
Q1 		$33.8M Sell
1,655,408
-165,736
-9% -$3.27M 0.23% 120
2022
Q4 		$34.7M Buy
+1,821,144
New +$34.5M 0.25% 107

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AGF Management's APH Position: Q2 2026 in Review

AGF Management reduced its Amphenol (APH) stake by 89% in Q2 2026, selling an estimated $107M and leaving 190,944 shares worth $16.8M. The position accounts for 0.07% of the portfolio, ranked #181.

AGF Management first reported a position in APH in Q4 2022 and has held it in 14 quarters since. The position peaked at $340M in Q3 2025. 2,326 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • AGF Management held 190,944 shares of Amphenol worth $16.8M as of Q2 2026.
  • AGF Management sold 1,481,140 Amphenol shares in Q2 2026, an estimated $107M.
  • Amphenol made up 0.07% of AGF Management's portfolio in Q2 2026, its #181 holding.
  • AGF Management first reported a position in Amphenol in Q4 2022 and has held it in 14 quarters since.
  • AGF Management's Amphenol position peaked at $340M in Q3 2025.
  • 2,326 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.