Cadinha & Co’s Amphenol APH Stock Holding History

Cadinha & Co’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	$2.44M	Sell	13,820 -228	-2%	-$32.9K	0.36%	38
2026 Q1	$1.77M	Buy	14,048 +28	+0.2%	+$3.94K	0.33%	38
2025 Q4	$1.89M	Buy	14,020 +4,275	+44%	+$572K	0.29%	35
2025 Q3	$1.21M	Buy	+9,745	New	+$1.07M	0.16%	52
2022 Q1	–	Sell	-8,530	Closed	-$373K	–	110
2021 Q4	$373K	Sell	8,530 -22,700	-73%	-$919K	0.05%	89
2021 Q3	$1.14M	Sell	31,230 -1,550	-5%	-$56.9K	0.16%	60
2021 Q2	$1.12M	Sell	32,780 -164,138	-83%	-$5.54M	0.15%	62
2021 Q1	$6.5M	Sell	196,918 -25,570	-11%	-$831K	0.93%	33
2020 Q4	$7.27M	Buy	222,488 +3,528	+2%	+$108K	1.01%	30
2020 Q3	$5.93M	Buy	+218,960	New	+$5.77M	1.03%	26

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

Cadinha & Co's APH Position: Q2 2026 in Review

Cadinha & Co reduced its Amphenol (APH) stake by 1.6% in Q2 2026, selling an estimated $32.9K and leaving 13,820 shares worth $2.44M. The position accounts for 0.36% of the portfolio, ranked #38.

Cadinha & Co first reported a position in APH in Q3 2020 and has held it in 10 quarters since. The position peaked at $7.27M in Q4 2020. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Cadinha & Co held 13,820 shares of Amphenol worth $2.44M as of Q2 2026.
Cadinha & Co sold 228 Amphenol shares in Q2 2026, an estimated $32.9K.
Amphenol made up 0.36% of Cadinha & Co's portfolio in Q2 2026, its #38 holding.
Cadinha & Co first reported a position in Amphenol in Q3 2020 and has held it in 10 quarters since.
Cadinha & Co's Amphenol position peaked at $7.27M in Q4 2020.
2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Cadinha & Co's 13F filing for Q2 2026, filed 28 Jul 2026.