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
108,992
-180
-0.2% -$6.3K 0.52% 47
2024
Q3 		$3.56M Sell
109,172
-1,328
-1% -$43K 0.5% 54
2024
Q2 		$3.72M Sell
110,500
-3,668
-3% -$116K 0.55% 45
2024
Q1 		$3.29M Sell
114,168
-312
-0.3% -$8.17K 0.5% 52
2023
Q4 		$2.84M Buy
114,480
+1,000
+0.9% +$22.1K 0.47% 54
2023
Q3 		$2.38M Sell
113,480
-2,520
-2% -$54.2K 0.45% 61
2023
Q2 		$2.46M Sell
116,000
-136
-0.1% -$2.64K 0.45% 66
2023
Q1 		$2.37M Sell
116,136
-704
-0.6% -$13.9K 0.46% 63
2022
Q4 		$2.22M Buy
116,840
+820
+0.7% +$15.5K 0.47% 65
2022
Q3 		$1.94M Buy
116,020
+1,672
+1% +$30.4K 0.44% 64
2022
Q2 		$1.84M Buy
114,348
+504
+0.4% +$8.76K 0.4% 80
2022
Q1 		$2.15M Sell
113,844
-182,128
-62% -$3.53M 0.39% 82
2021
Q4 		$6.47M Buy
295,972
+5,764
+2% +$117K 1.09% 25
2021
Q3 		$5.31M Sell
290,208
-2,060
-0.7% -$37.8K 0.97% 30
2021
Q2 		$5M Buy
292,268
+9,744
+3% +$164K 0.89% 30
2021
Q1 		$4.66M Buy
282,524
+9,500
+3% +$154K 0.91% 31
2020
Q4 		$4.46M Sell
273,024
-224
-0.1% -$3.44K 0.9% 26
2020
Q3 		$3.7M Sell
273,248
-2,240
-0.8% -$29.5K 1.03% 23
2020
Q2 		$3.3M Sell
275,488
-9,440
-3% -$105K 1.1% 23
2020
Q1 		$2.6M Sell
284,928
-78,064
-22% -$930K 1.18% 26
2019
Q4 		$4.91M Buy
362,992
+3,592
+1% +$45.8K 1.26% 14
2019
Q3 		$4.33M Buy
359,400
+8,344
+2% +$96.1K 1.2% 16
2019
Q2 		$4.21M Sell
351,056
-73,600
-17% -$886K 1.17% 18
2019
Q1 		$5.01M Buy
424,656
+1,528
+0.4% +$17.1K 1.46% 13
2018
Q4 		$4.29M Sell
423,128
-7,128
-2% -$76.5K 1.41% 13
2018
Q3 		$5.06M Buy
430,256
+8,464
+2% +$98.4K 1.44% 10
2018
Q2 		$4.59M Buy
+421,792
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 108,992 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. 1,405 funds tracked by Wall St. Rank hold APH as of Q4 2024.

  • Avitas Wealth Management held 108,992 shares of Amphenol worth $3.78M as of Q4 2024.
  • Avitas Wealth Management sold 180 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.
  • 1,405 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.