Bristol Gate Capital Partners’s Amphenol APH Stock Holding History

Bristol Gate Capital Partners’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	$67.9M	Sell	769,650 -156,928	-17%	-$11.3M	4.72%	6
2026 Q1	$58.5M	Sell	926,578 -295,948	-24%	-$20.8M	3.77%	20
2025 Q4	$82.6M	Buy	+1,222,526	New	+$81.8M	4.77%	6
2016 Q2	–	Sell	-3,575,704	Closed	-$25.8M	–	22
2016 Q1	$25.8M	Buy	3,575,704 +97,936	+3%	+$636K	4.78%	11
2015 Q4	$22.7M	Buy	3,477,768 +284,032	+9%	+$1.9M	4.41%	19
2015 Q3	$20.3M	Buy	3,193,736 +267,680	+9%	+$1.8M	4.64%	5
2015 Q2	$21.2M	Buy	2,926,056 +1,599,520	+121%	+$11.5M	4.6%	8
2015 Q1	$9.77M	Buy	1,326,536 +5,792	+0.4%	+$40.5K	5.33%	6
2014 Q4	$8.88M	Buy	+1,320,744	New	+$8.45M	4.68%	16

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bristol Gate Capital Partners's APH Position: Q2 2026 in Review

Bristol Gate Capital Partners reduced its Amphenol (APH) stake by 17% in Q2 2026, selling an estimated $11.3M and leaving 769,650 shares worth $67.9M. The position accounts for 4.72% of the portfolio, ranked #6.

Bristol Gate Capital Partners first reported a position in APH in Q4 2014 and has held it in 9 quarters since. The position peaked at $82.6M in Q4 2025. 2,336 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Bristol Gate Capital Partners held 769,650 shares of Amphenol worth $67.9M as of Q2 2026.
Bristol Gate Capital Partners sold 156,928 Amphenol shares in Q2 2026, an estimated $11.3M.
Amphenol made up 4.72% of Bristol Gate Capital Partners's portfolio in Q2 2026, its #6 holding.
Bristol Gate Capital Partners first reported a position in Amphenol in Q4 2014 and has held it in 9 quarters since.
Bristol Gate Capital Partners's Amphenol position peaked at $82.6M in Q4 2025.
2,336 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Bristol Gate Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.