Annex Advisory Services
APH icon

Annex Advisory Services’s Amphenol APH Stock Holding History

Annex Advisory Services’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 		$436K Sell
5,168
-216
-4% -$17.4K 0.01% 287
2026
Q2 		$475K Buy
5,384
+250
+5% +$18K 0.01% 265
2026
Q1 		$324K Sell
5,134
-92
-2% -$6.48K 0.01% 295
2025
Q4 		$353K Buy
5,226
+190
+4% +$12.7K 0.01% 275
2025
Q3 		$312K Buy
5,036
+36
+0.7% +$1.98K 0.01% 252
2025
Q2 		$247K Buy
+5,000
New +$204K 0.01% 278

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 30.35% 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
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Annex Advisory Services's APH Position: Q3 2026 in Review

Annex Advisory Services reduced its Amphenol (APH) stake by 4% in Q3 2026, selling an estimated $17.4K and leaving 5,168 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #287.

Annex Advisory Services first reported a position in APH in Q2 2025 and has held it in 6 quarters since. The position peaked at $475K in Q2 2026. 510 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Annex Advisory Services held 5,168 shares of Amphenol worth $436K as of Q3 2026.
  • Annex Advisory Services sold 216 Amphenol shares in Q3 2026, an estimated $17.4K.
  • Amphenol made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #287 holding.
  • Annex Advisory Services first reported a position in Amphenol in Q2 2025 and has held it in 6 quarters since.
  • Annex Advisory Services's Amphenol position peaked at $475K in Q2 2026.
  • 510 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.