AWA
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Aletheian Wealth Advisors’s Amphenol APH Stock Holding History

Aletheian Wealth Advisors’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 		$316K Buy
3,746
+36
+1% +$2.9K 0.13% 84
2026
Q2 		$327K Buy
3,710
+504
+16% +$36.3K 0.14% 80
2026
Q1 		$203K Buy
+3,206
New +$226K 0.1% 97
2025
Q3 		$210K Buy
+3,396
New +$186K 0.1% 93

Other funds holding APH

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Aletheian Wealth Advisors's APH Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its Amphenol (APH) stake by 0.97% in Q3 2026, buying an estimated $2.9K and bringing the position to 3,746 shares worth $316K. The position accounts for 0.13% of the portfolio, ranked #84.

Aletheian Wealth Advisors first reported a position in APH in Q3 2025 and has held it in 4 quarters since. The position peaked at $327K in Q2 2026. 95 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Aletheian Wealth Advisors held 3,746 shares of Amphenol worth $316K as of Q3 2026.
  • Aletheian Wealth Advisors bought 36 Amphenol shares in Q3 2026, an estimated $2.9K.
  • Amphenol made up 0.13% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #84 holding.
  • Aletheian Wealth Advisors first reported a position in Amphenol in Q3 2025 and has held it in 4 quarters since.
  • Aletheian Wealth Advisors's Amphenol position peaked at $327K in Q2 2026.
  • 95 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.