Bison Wealth’s Amphenol APH Stock Holding History

Bison Wealth’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	$559K	Buy	8,042 +618	+8%	+$43.3K	0.12%	144
2024 Q3	$484K	Buy	+7,424	New	+$481K	0.08%	241

Other funds holding APH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bison Wealth's APH Position: Q4 2024 in Review

Bison Wealth increased its Amphenol (APH) stake by 8.3% in Q4 2024, buying an estimated $43.3K and bringing the position to 8,042 shares worth $559K. The position accounts for 0.12% of the portfolio, ranked #144.

Bison Wealth first reported a position in APH in Q3 2024 and has held it in 2 quarters since. 1,404 funds tracked by Wall St. Rank hold APH as of Q4 2024.

Bison Wealth held 8,042 shares of Amphenol worth $559K as of Q4 2024.
Bison Wealth bought 618 Amphenol shares in Q4 2024, an estimated $43.3K.
Amphenol made up 0.12% of Bison Wealth's portfolio in Q4 2024, its #144 holding.
Bison Wealth first reported a position in Amphenol in Q3 2024 and has held it in 2 quarters since.
1,404 funds tracked by Wall St. Rank held Amphenol as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.