Avantax Advisory Services’s Amphenol APH Stock Holding History

Avantax Advisory Services’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	$4.59M	Sell	46,515 -20,921	-31%	-$1.71M	0.03%	471
2025 Q1	$4.42M	Buy	67,436 +8,506	+14%	+$580K	0.03%	455
2024 Q4	$4.09M	Buy	58,930 +4,483	+8%	+$314K	0.03%	462
2024 Q3	$3.55M	Buy	54,447 +6,817	+14%	+$442K	0.02%	492
2024 Q2	$3.21M	Buy	47,630 +10,544	+28%	+$665K	0.02%	503
2024 Q1	$2.14M	Sell	37,086 -16,774	-31%	-$879K	0.02%	526
2023 Q4	$2.67M	Buy	53,860 +1,798	+3%	+$79.4K	0.03%	428
2023 Q3	$2.19M	Sell	52,062 -1,840	-3%	-$79.1K	0.02%	436
2023 Q2	$2.29M	Buy	53,902 +25,196	+88%	+$979K	0.03%	417
2023 Q1	$1.17M	Buy	28,706 +50	+0.2%	+$1.97K	0.01%	608
2022 Q4	$1.09M	Buy	28,656 +6,274	+28%	+$237K	0.01%	617
2022 Q3	$749K	Buy	22,382 +1,002	+5%	+$36.4K	0.01%	643
2022 Q2	$688K	Buy	+21,380	New	+$743K	0.01%	654

Other funds holding APH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's APH Position: Q2 2025 in Review

Avantax Advisory Services reduced its Amphenol (APH) stake by 31% in Q2 2025, selling an estimated $1.71M and leaving 46,515 shares worth $4.59M. The position accounts for 0.03% of the portfolio, ranked #471.

Avantax Advisory Services first reported a position in APH in Q2 2022 and has held it in 13 quarters since. 1,646 funds tracked by Wall St. Rank hold APH as of Q2 2025.

Avantax Advisory Services held 46,515 shares of Amphenol worth $4.59M as of Q2 2025.
Avantax Advisory Services sold 20,921 Amphenol shares in Q2 2025, an estimated $1.71M.
Amphenol made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #471 holding.
Avantax Advisory Services first reported a position in Amphenol in Q2 2022 and has held it in 13 quarters since.
1,646 funds tracked by Wall St. Rank held Amphenol as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.