Athena Wealth Management
APH icon

Athena Wealth Management’s Amphenol APH Stock Holding History

Athena Wealth Management’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 		$423K Buy
5,016
+402
+9% +$32.4K 0.3% 65
2026
Q2 		$407K Buy
+4,614
New +$333K 0.3% 63

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 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Athena Wealth Management's APH Position: Q3 2026 in Review

Athena Wealth Management increased its Amphenol (APH) stake by 8.7% in Q3 2026, buying an estimated $32.4K and bringing the position to 5,016 shares worth $423K. The position accounts for 0.3% of the portfolio, ranked #65.

Athena Wealth Management first reported a position in APH in Q2 2026 and has held it in 2 quarters since. 641 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Athena Wealth Management held 5,016 shares of Amphenol worth $423K as of Q3 2026.
  • Athena Wealth Management bought 402 Amphenol shares in Q3 2026, an estimated $32.4K.
  • Amphenol made up 0.3% of Athena Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Athena Wealth Management first reported a position in Amphenol in Q2 2026 and has held it in 2 quarters since.
  • 641 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.