AWM
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Avitas Wealth Management’s Amphenol APH Stock Holding History

Avitas 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
2024
Q4 		$3.78M Sell
54,496
-90
-0.2% -$6.3K 0.52% 47
2024
Q3 		$3.56M Sell
54,586
-664
-1% -$43K 0.5% 54
2024
Q2 		$3.72M Sell
55,250
-1,834
-3% -$116K 0.55% 45
2024
Q1 		$3.29M Sell
57,084
-156
-0.3% -$8.17K 0.5% 52
2023
Q4 		$2.84M Buy
57,240
+500
+0.9% +$22.1K 0.47% 54
2023
Q3 		$2.38M Sell
56,740
-1,260
-2% -$54.2K 0.45% 61
2023
Q2 		$2.46M Sell
58,000
-68
-0.1% -$2.64K 0.45% 66
2023
Q1 		$2.37M Sell
58,068
-352
-0.6% -$13.9K 0.46% 63
2022
Q4 		$2.22M Buy
58,420
+410
+0.7% +$15.5K 0.47% 65
2022
Q3 		$1.94M Buy
58,010
+836
+1% +$30.4K 0.44% 64
2022
Q2 		$1.84M Buy
57,174
+252
+0.4% +$8.76K 0.4% 80
2022
Q1 		$2.15M Sell
56,922
-91,064
-62% -$3.53M 0.39% 82
2021
Q4 		$6.47M Buy
147,986
+2,882
+2% +$117K 1.09% 25
2021
Q3 		$5.31M Sell
145,104
-1,030
-0.7% -$37.8K 0.97% 30
2021
Q2 		$5M Buy
146,134
+4,872
+3% +$164K 0.89% 30
2021
Q1 		$4.66M Buy
141,262
+4,750
+3% +$154K 0.91% 31
2020
Q4 		$4.46M Sell
136,512
-112
-0.1% -$3.44K 0.9% 26
2020
Q3 		$3.7M Sell
136,624
-1,120
-0.8% -$29.5K 1.03% 23
2020
Q2 		$3.3M Sell
137,744
-4,720
-3% -$105K 1.1% 23
2020
Q1 		$2.6M Sell
142,464
-39,032
-22% -$930K 1.18% 26
2019
Q4 		$4.91M Buy
181,496
+1,796
+1% +$45.8K 1.26% 14
2019
Q3 		$4.33M Buy
179,700
+4,172
+2% +$96.1K 1.2% 16
2019
Q2 		$4.21M Sell
175,528
-36,800
-17% -$886K 1.17% 18
2019
Q1 		$5.01M Buy
212,328
+764
+0.4% +$17.1K 1.46% 13
2018
Q4 		$4.29M Sell
211,564
-3,564
-2% -$76.5K 1.41% 13
2018
Q3 		$5.06M Buy
215,128
+4,232
+2% +$98.4K 1.44% 10
2018
Q2 		$4.59M Buy
+210,896
New +$4.59M 1.43% 8

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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avitas Wealth Management's APH Position: Q4 2024 in Review

Avitas Wealth Management reduced its Amphenol (APH) stake by 0.16% in Q4 2024, selling an estimated $6.3K and leaving 54,496 shares worth $3.78M. The position accounts for 0.52% of the portfolio, ranked #47.

Avitas Wealth Management first reported a position in APH in Q2 2018 and has held it in 27 quarters since. The position peaked at $6.47M in Q4 2021. 1,403 funds tracked by Wall St. Rank hold APH as of Q4 2024.

  • Avitas Wealth Management held 54,496 shares of Amphenol worth $3.78M as of Q4 2024.
  • Avitas Wealth Management sold 90 Amphenol shares in Q4 2024, an estimated $6.3K.
  • Amphenol made up 0.52% of Avitas Wealth Management's portfolio in Q4 2024, its #47 holding.
  • Avitas Wealth Management first reported a position in Amphenol in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's Amphenol position peaked at $6.47M in Q4 2021.
  • 1,403 funds tracked by Wall St. Rank held Amphenol as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.