APP
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Avantax Planning Partners’s Amphenol APH Stock Holding History

Avantax Planning 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 		$502K Sell
5,694
-102
-2% -$7.35K 0.01% 292
2026
Q1 		$366K Buy
5,796
+84
+1% +$5.91K 0.01% 319
2025
Q4 		$386K Sell
5,712
-44
-0.8% -$2.94K 0.01% 315
2025
Q3 		$356K Hold
5,756
– – 0.01% 323
2025
Q2 		$284K Buy
+5,756
New +$235K 0.01% 359
2025
Q1 		– Sell
-6,348
Closed -$220K – 433
2024
Q4 		$220K Buy
6,348
+38
+0.6% +$1.33K 0.01% 397
2024
Q3 		$206K Sell
6,310
-1,414
-18% -$45.8K 0.01% 415
2024
Q2 		$260K Buy
7,724
+256
+3% +$8.08K 0.01% 385
2024
Q1 		$215K Buy
+7,468
New +$196K 0.01% 433
2018
Q4 		– Sell
-2,360
Closed -$28K – 331
2018
Q3 		$28K Buy
+2,360
New +$27.4K ﹤0.01% 620
2018
Q2 		– Sell
-2,840
Closed -$30K – 312
2018
Q1 		$30K Buy
+2,840
New +$32K ﹤0.01% 646

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Avantax Planning Partners's APH Position: Q2 2026 in Review

Avantax Planning Partners reduced its Amphenol (APH) stake by 1.8% in Q2 2026, selling an estimated $7.35K and leaving 5,694 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #292.

Avantax Planning Partners first reported a position in APH in Q1 2018 and has held it in 11 quarters since. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Avantax Planning Partners held 5,694 shares of Amphenol worth $502K as of Q2 2026.
  • Avantax Planning Partners sold 102 Amphenol shares in Q2 2026, an estimated $7.35K.
  • Amphenol made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #292 holding.
  • Avantax Planning Partners first reported a position in Amphenol in Q1 2018 and has held it in 11 quarters since.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.