Caldwell Trust’s Amphenol APH Stock Holding History

Caldwell Trust’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	$856K	Buy	9,712 +300	+3%	+$21.6K	0.07%	180
2026 Q1	$595K	Hold	9,412	–	–	0.05%	211
2025 Q4	$636K	Hold	9,412	–	–	0.06%	208
2025 Q3	$582K	Hold	9,412	–	–	0.05%	214
2025 Q2	$465K	Hold	9,412	–	–	0.05%	227
2025 Q1	$309K	Hold	9,412	–	–	0.03%	261
2024 Q4	$327K	Hold	9,412	–	–	0.03%	255
2024 Q3	$307K	Hold	9,412	–	–	0.03%	265
2024 Q2	$317K	Hold	9,412	–	–	0.04%	254
2024 Q1	$271K	Hold	9,412	–	–	0.03%	275
2023 Q4	$233K	Buy	9,412 +468	+5%	+$10.3K	0.03%	285
2023 Q3	$188K	Hold	8,944	–	–	0.03%	296
2023 Q2	$190K	Hold	8,944	–	–	0.02%	298
2023 Q1	$183K	Hold	8,944	–	–	0.03%	293
2022 Q4	$170K	Hold	8,944	–	–	0.02%	296
2022 Q3	$150K	Hold	8,944	–	–	0.02%	307
2022 Q2	$144K	Hold	8,944	–	–	0.02%	317
2022 Q1	$168K	Hold	8,944	–	–	0.02%	308
2021 Q4	$196K	Hold	8,944	–	–	0.02%	288
2021 Q3	$164K	Hold	8,944	–	–	0.02%	305
2021 Q2	$153K	Hold	8,944	–	–	0.02%	307
2021 Q1	$148K	Hold	8,944	–	–	0.02%	308
2020 Q4	$146K	Hold	8,944	–	–	0.02%	294
2020 Q3	$121K	Hold	8,944	–	–	0.02%	304
2020 Q2	$107K	Hold	8,944	–	–	0.02%	323
2020 Q1	$81.5K	Hold	8,944	–	–	0.02%	350
2019 Q4	$121K	Buy	+8,944	New	+$114K	0.02%	337

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

Caldwell Trust's APH Position: Q2 2026 in Review

Caldwell Trust increased its Amphenol (APH) stake by 3.2% in Q2 2026, buying an estimated $21.6K and bringing the position to 9,712 shares worth $856K. The position accounts for 0.07% of the portfolio, ranked #180.

Caldwell Trust first reported a position in APH in Q4 2019 and has held it in 27 quarters since. 2,335 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Caldwell Trust held 9,712 shares of Amphenol worth $856K as of Q2 2026.
Caldwell Trust bought 300 Amphenol shares in Q2 2026, an estimated $21.6K.
Amphenol made up 0.07% of Caldwell Trust's portfolio in Q2 2026, its #180 holding.
Caldwell Trust first reported a position in Amphenol in Q4 2019 and has held it in 27 quarters since.
2,335 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.