Arete Wealth Advisors’s Amphenol APH Stock Holding History

Arete 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
2025 Q4	–	Sell	-7,946	Closed	-$495K	–	379
2025 Q3	$495K	Buy	7,946 +1,004	+14%	+$55.1K	0.03%	445
2025 Q2	$343K	Sell	6,942 -72	-1%	-$2.94K	0.02%	518
2025 Q1	$230K	Sell	7,014 -64	-0.9%	-$2.18K	0.02%	625
2024 Q4	$246K	Buy	+7,078	New	+$248K	0.02%	625
2024 Q3	–	Sell	-6,754	Closed	-$227K	–	712
2024 Q2	$227K	Buy	+6,754	New	+$213K	0.02%	620
2024 Q1	–	Sell	-8,608	Closed	-$213K	–	401
2023 Q4	$213K	Buy	+8,608	New	+$190K	0.02%	658
2020 Q1	–	Sell	-16,424	Closed	-$222K	–	345
2019 Q4	$222K	Buy	+16,424	New	+$210K	0.04%	354

Other funds holding APH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arete Wealth Advisors's APH Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Amphenol (APH) in Q4 2025, closing a stake of 7,946 shares — an estimated $495K sold.

Arete Wealth Advisors first reported a position in APH in Q4 2019 and held it in 7 quarters. The position peaked at $495K in Q3 2025. 2,056 funds tracked by Wall St. Rank hold APH as of Q4 2025.

Arete Wealth Advisors reported no remaining Amphenol position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 7,946 Amphenol shares in Q4 2025, an estimated $495K.
Arete Wealth Advisors first reported a position in Amphenol in Q4 2019 and held it in 7 quarters.
Arete Wealth Advisors's Amphenol position peaked at $495K in Q3 2025.
2,056 funds tracked by Wall St. Rank held Amphenol as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.