AWS
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Atria Wealth Solutions’s Amphenol APH Stock Holding History

Atria Wealth Solutions’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
Q2 		$1.57M Sell
15,822
-5,028
-24% -$411K 0.04% 487
2025
Q1 		$1.37M Buy
20,850
+6,991
+50% +$477K 0.02% 769
2024
Q4 		$965K Sell
13,859
-2,732
-16% -$191K 0.01% 938
2024
Q3 		$1.08M Sell
16,591
-544
-3% -$35.3K 0.01% 884
2024
Q2 		$1.15M Buy
17,135
+4,607
+37% +$291K 0.01% 830
2024
Q1 		$724K Buy
12,528
+430
+4% +$22.5K 0.01% 1061
2023
Q4 		$600K Buy
12,098
+5,872
+94% +$259K 0.01% 1119
2023
Q3 		$261K Buy
6,226
+1,210
+24% +$52K ﹤0.01% 1510
2023
Q2 		$213K Sell
5,016
-336
-6% -$13.1K ﹤0.01% 1655
2023
Q1 		$219K Buy
5,352
+48
+0.9% +$1.9K ﹤0.01% 1617
2022
Q4 		$202K Buy
+5,304
New +$201K ﹤0.01% 1606

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM