AWE
APH icon

Avidian Wealth Enterprises’s Amphenol APH Stock Holding History

Avidian Wealth Enterprises’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 		$2.18M Buy
25,882
+612
+2% +$49.3K 0.06% 204
2026
Q2 		$2.23M Buy
25,270
+5,110
+25% +$368K 0.06% 193
2026
Q1 		$1.27M Buy
20,160
+5,820
+41% +$410K 0.04% 259
2025
Q4 		$969K Sell
14,340
-104
-0.7% -$6.96K 0.04% 232
2025
Q3 		$894K Buy
14,444
+768
+6% +$42.1K 0.03% 241
2025
Q2 		$675K Buy
13,676
+652
+5% +$26.7K 0.03% 270
2025
Q1 		$427K Buy
13,024
+6,924
+114% +$236K 0.02% 339
2024
Q4 		$212K Buy
+6,100
New +$214K 0.01% 475

Other funds holding APH

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Avidian Wealth Enterprises's APH Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Amphenol (APH) stake by 2.4% in Q3 2026, buying an estimated $49.3K and bringing the position to 25,882 shares worth $2.18M. The position accounts for 0.06% of the portfolio, ranked #204.

Avidian Wealth Enterprises first reported a position in APH in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.23M in Q2 2026. 95 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Avidian Wealth Enterprises held 25,882 shares of Amphenol worth $2.18M as of Q3 2026.
  • Avidian Wealth Enterprises bought 612 Amphenol shares in Q3 2026, an estimated $49.3K.
  • Amphenol made up 0.06% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #204 holding.
  • Avidian Wealth Enterprises first reported a position in Amphenol in Q4 2024 and has held it in 8 quarters since.
  • Avidian Wealth Enterprises's Amphenol position peaked at $2.23M in Q2 2026.
  • 95 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.