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 Q3	$819K	Hold	9,712	–	–	0.06%	182
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

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Caldwell Trust's APH Position: Q3 2026 in Review

Caldwell Trust held its Amphenol (APH) position steady in Q3 2026 at 9,712 shares worth $819K. The position accounts for 0.06% of the portfolio, ranked #182.

Caldwell Trust first reported a position in APH in Q4 2019 and has held it in 28 quarters since. The position peaked at $856K in Q2 2026. 1,011 funds tracked by Wall St. Rank hold APH as of Q3 2026.

Caldwell Trust held 9,712 shares of Amphenol worth $819K as of Q3 2026.
Caldwell Trust left its Amphenol share count unchanged in Q3 2026.
Amphenol made up 0.06% of Caldwell Trust's portfolio in Q3 2026, its #182 holding.
Caldwell Trust first reported a position in Amphenol in Q4 2019 and has held it in 28 quarters since.
Caldwell Trust's Amphenol position peaked at $856K in Q2 2026.
1,011 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.