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Broadway Wealth Solutions’s Amphenol APH Stock Holding History

Broadway Wealth Solutions’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 		$495K Buy
5,620
+16
+0.3% +$1.15K 0.23% 35
2026
Q1 		$354K Sell
5,604
-472
-8% -$33.2K 0.18% 51
2025
Q4 		$411K Sell
6,076
-728
-11% -$48.7K 0.22% 40
2025
Q3 		$421K Sell
6,804
-764
-10% -$41.9K 0.24% 36
2025
Q2 		$374K Sell
7,568
-1,338
-15% -$54.7K 0.23% 38
2025
Q1 		$292K Sell
8,906
-22
-0.2% -$751 0.21% 57
2024
Q4 		$310K Buy
+8,928
New +$313K 0.24% 54

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 $3.38T AUM 44.17% 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

Broadway Wealth Solutions's APH Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Amphenol (APH) stake by 0.29% in Q2 2026, buying an estimated $1.15K and bringing the position to 5,620 shares worth $495K. The position accounts for 0.23% of the portfolio, ranked #35.

Broadway Wealth Solutions first reported a position in APH in Q4 2024 and has held it in 7 quarters since. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Broadway Wealth Solutions held 5,620 shares of Amphenol worth $495K as of Q2 2026.
  • Broadway Wealth Solutions bought 16 Amphenol shares in Q2 2026, an estimated $1.15K.
  • Amphenol made up 0.23% of Broadway Wealth Solutions's portfolio in Q2 2026, its #35 holding.
  • Broadway Wealth Solutions first reported a position in Amphenol in Q4 2024 and has held it in 7 quarters since.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.