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Charter Capital Management’s Amphenol APH Stock Holding History

Charter Capital 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 		$1.31M Sell
7,452
-34
-0.5% -$4.9K 0.58% 17
2026
Q1 		$946K Sell
7,486
-852
-10% -$120K 0.47% 22
2025
Q4 		$1.13M Sell
8,338
-671
-7% -$89.7K 0.58% 17
2025
Q3 		$1.11M Sell
9,009
-1,000
-10% -$110K 0.6% 17
2025
Q2 		$988K Buy
+10,009
New +$819K 0.58% 16

Other funds holding APH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Charter Capital Management's APH Position: Q2 2026 in Review

Charter Capital Management reduced its Amphenol (APH) stake by 0.45% in Q2 2026, selling an estimated $4.9K and leaving 7,452 shares worth $1.31M. The position accounts for 0.58% of the portfolio, ranked #17.

Charter Capital Management first reported a position in APH in Q2 2025 and has held it in 5 quarters since. 1,117 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Charter Capital Management held 7,452 shares of Amphenol worth $1.31M as of Q2 2026.
  • Charter Capital Management sold 34 Amphenol shares in Q2 2026, an estimated $4.9K.
  • Amphenol made up 0.58% of Charter Capital Management's portfolio in Q2 2026, its #17 holding.
  • Charter Capital Management first reported a position in Amphenol in Q2 2025 and has held it in 5 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.