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Caldwell Investment Management’s Amphenol APH Stock Holding History

Caldwell Investment Management’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 		– Sell
-13,600
Closed -$811K – 34
2026
Q1 		$811K Buy
+13,600
New +$957K 0.32% 48
2023
Q2 		– Sell
-121,600
Closed -$2.48M – 31
2023
Q1 		$2.48M Buy
+121,600
New +$2.4M 2.46% 9
2022
Q4 		– Sell
-79,840
Closed -$1.36M – 27
2022
Q3 		$1.36M Buy
79,840
+29,440
+58% +$535K 1.65% 15
2022
Q2 		$811K Hold
50,400
– – 0.81% 24
2022
Q1 		$967K Hold
50,400
– – 0.77% 25
2021
Q4 		$1.1M Buy
+50,400
New +$1.02M 0.86% 27

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

Caldwell Investment Management's APH Position: Q2 2026 in Review

Caldwell Investment Management sold out of Amphenol (APH) in Q2 2026, closing a stake of 13,600 shares — an estimated $811K sold.

Caldwell Investment Management first reported a position in APH in Q4 2021 and held it in 6 quarters. The position peaked at $2.48M in Q1 2023. 2,330 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Caldwell Investment Management reported no remaining Amphenol position as of Q2 2026 after selling out during the quarter.
  • Caldwell Investment Management sold 13,600 Amphenol shares in Q2 2026, an estimated $811K.
  • Caldwell Investment Management first reported a position in Amphenol in Q4 2021 and held it in 6 quarters.
  • Caldwell Investment Management's Amphenol position peaked at $2.48M in Q1 2023.
  • 2,330 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.