AWA
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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
2026
Q1 		– Sell
-3,970
Closed -$537K – 340
2025
Q4 		$537K Sell
3,970
-3
-0.1% -$401 0.03% 424
2025
Q3 		$495K Buy
3,973
+502
+14% +$55.1K 0.03% 445
2025
Q2 		$343K Sell
3,471
-36
-1% -$2.94K 0.02% 518
2025
Q1 		$230K Sell
3,507
-32
-0.9% -$2.18K 0.02% 625
2024
Q4 		$246K Buy
+3,539
New +$248K 0.02% 625
2024
Q3 		– Sell
-3,377
Closed -$227K – 712
2024
Q2 		$227K Buy
+3,377
New +$213K 0.02% 620
2024
Q1 		– Sell
-4,304
Closed -$213K – 401
2023
Q4 		$213K Buy
+4,304
New +$190K 0.02% 658
2020
Q1 		– Sell
-8,212
Closed -$222K – 345
2019
Q4 		$222K Buy
+8,212
New +$210K 0.04% 354

Other funds holding APH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return