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Cassady Schiller Wealth Management’s Amphenol APH Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$5.35K Buy
+77
New +$5.39K ﹤0.01% 397
2022
Q1 		– Sell
-30
Closed -$1K – 141
2021
Q4 		$1K Buy
+30
New +$1.22K ﹤0.01% 425

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's APH Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Amphenol (APH) in Q4 2024: 77 shares worth $5.35K. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in APH as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in APH in Q4 2021 and has held it in 2 quarters since. 1,403 funds tracked by Wall St. Rank hold APH as of Q4 2024.

  • Cassady Schiller Wealth Management held 77 shares of Amphenol worth $5.35K as of Q4 2024.
  • Amphenol was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Amphenol made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #397 holding.
  • Cassady Schiller Wealth Management first reported a position in Amphenol in Q4 2021 and has held it in 2 quarters since.
  • 1,403 funds tracked by Wall St. Rank held Amphenol as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.