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Beacon Financial Advisory’s Amphenol APH Stock Holding History

Beacon Financial Advisory’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 		$291K Buy
+3,300
New +$238K 0.06% 336
2026
Q1 		– Sell
-3,072
Closed -$208K – 406
2025
Q4 		$208K Buy
+3,072
New +$205K 0.05% 361

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 $3.37T AUM 44.26% 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

Beacon Financial Advisory's APH Position: Q2 2026 in Review

Beacon Financial Advisory opened a new position in Amphenol (APH) in Q2 2026: 3,300 shares worth $291K. The stake represents 0.06% of the portfolio and ranks #336 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in APH as recently as Q4 2025.

Beacon Financial Advisory first reported a position in APH in Q4 2025 and has held it in 2 quarters since. 2,334 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Beacon Financial Advisory held 3,300 shares of Amphenol worth $291K as of Q2 2026.
  • Amphenol was a new Beacon Financial Advisory position in Q2 2026.
  • Amphenol made up 0.06% of Beacon Financial Advisory's portfolio in Q2 2026, its #336 holding.
  • Beacon Financial Advisory first reported a position in Amphenol in Q4 2025 and has held it in 2 quarters since.
  • 2,334 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.