Aristotle Atlantic Partners’s Amphenol APH Stock Holding History

Aristotle Atlantic Partners’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	$4.53M	Sell	51,428 -167,074	-76%	-$12M	0.19%	65
2026 Q1	$13.8M	Sell	218,502 -8,854	-4%	-$623K	0.65%	45
2025 Q4	$15.4M	Sell	227,356 -7,186	-3%	-$481K	0.7%	44
2025 Q3	$14.5M	Sell	234,542 -11,460	-5%	-$629K	0.42%	49
2025 Q2	$12.1M	Sell	246,002 -4,068	-2%	-$166K	0.37%	56
2025 Q1	$8.2M	Sell	250,070 -48,074	-16%	-$1.64M	0.28%	62
2024 Q4	$10.4M	Buy	298,144 +54,758	+22%	+$1.92M	0.33%	56
2024 Q3	$7.93M	Buy	243,386 +15,918	+7%	+$516K	0.25%	67
2024 Q2	$7.66M	Buy	+227,468	New	+$7.18M	0.25%	67

Other funds holding APH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aristotle Atlantic Partners's APH Position: Q2 2026 in Review

Aristotle Atlantic Partners reduced its Amphenol (APH) stake by 76% in Q2 2026, selling an estimated $12M and leaving 51,428 shares worth $4.53M. The position accounts for 0.19% of the portfolio, ranked #65.

Aristotle Atlantic Partners first reported a position in APH in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.4M in Q4 2025. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Aristotle Atlantic Partners held 51,428 shares of Amphenol worth $4.53M as of Q2 2026.
Aristotle Atlantic Partners sold 167,074 Amphenol shares in Q2 2026, an estimated $12M.
Amphenol made up 0.19% of Aristotle Atlantic Partners's portfolio in Q2 2026, its #65 holding.
Aristotle Atlantic Partners first reported a position in Amphenol in Q2 2024 and has held it in 9 quarters since.
Aristotle Atlantic Partners's Amphenol position peaked at $15.4M in Q4 2025.
2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Aristotle Atlantic Partners's 13F filing for Q2 2026, filed 14 Aug 2026.