Cidel Asset Management’s Amphenol APH Stock Holding History

Cidel Asset 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	$2.57M	Sell	14,579 -50	-0.3%	-$7.21K	0.12%	101
2026 Q1	$1.85M	Sell	14,629 -493	-3%	-$69.4K	0.1%	105
2025 Q4	$2.04M	Sell	15,122 -3,760	-20%	-$503K	0.14%	89
2025 Q3	$2.34M	Sell	18,882 -5,083	-21%	-$558K	0.13%	84
2025 Q2	$2.37M	Sell	23,965 -754	-3%	-$61.7K	0.14%	84
2025 Q1	$1.62M	Buy	24,719 +1,925	+8%	+$131K	0.11%	91
2024 Q4	$1.58M	Sell	22,794 -329	-1%	-$23K	0.11%	89
2024 Q3	$1.51M	Buy	23,123 +431	+2%	+$27.9K	0.11%	91
2024 Q2	$1.53M	Buy	22,692 +3,672	+19%	+$232K	0.12%	87
2024 Q1	$1.1M	Buy	19,020 +11,792	+163%	+$618K	0.08%	108
2023 Q4	$358K	Buy	+7,228	New	+$319K	0.02%	229
2023 Q2	–	Sell	-6,014	Closed	-$246K	–	151
2023 Q1	$246K	Hold	6,014	–	–	0.01%	139
2022 Q4	$229K	Hold	6,014	–	–	0.01%	144
2022 Q3	$201K	Sell	6,014 -1,062	-15%	-$38.6K	0.01%	130
2022 Q2	$228K	Sell	7,076 -340	-5%	-$11.8K	0.01%	134
2022 Q1	$279K	Sell	7,416 -1,158	-14%	-$44.8K	0.01%	136
2021 Q4	$375K	Hold	8,574	–	–	0.01%	122
2021 Q3	$314K	Sell	8,574 -5,076	-37%	-$186K	0.01%	121
2021 Q2	$467K	Sell	13,650 -363,130	-96%	-$12.3M	0.02%	106
2021 Q1	$12.4M	Buy	376,780 +79,896	+27%	+$2.6M	0.56%	51
2020 Q4	$9.71M	Sell	296,884 -423,820	-59%	-$13M	0.55%	51
2020 Q3	$19.5M	Buy	720,704 +41,052	+6%	+$1.08M	1.11%	40
2020 Q2	$16.3M	Sell	679,652 -81,700	-11%	-$1.82M	0.74%	40
2020 Q1	$13.9M	Buy	761,352 +222,732	+41%	+$5.31M	0.71%	45
2019 Q4	$14.6M	Buy	538,620 +11,088	+2%	+$283K	0.6%	48
2019 Q3	$12.7M	Sell	527,532 -307,208	-37%	-$7.08M	0.62%	47
2019 Q2	$20M	Buy	834,740 +85,212	+11%	+$2.05M	1.02%	41
2019 Q1	$17.7M	Buy	749,528 +736,980	+5,873%	+$16.5M	0.96%	39
2018 Q4	$254K	Buy	+12,548	New	+$269K	0.02%	88

Other funds holding APH

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cidel Asset Management's APH Position: Q2 2026 in Review

Cidel Asset Management reduced its Amphenol (APH) stake by 0.34% in Q2 2026, selling an estimated $7.21K and leaving 14,579 shares worth $2.57M. The position accounts for 0.12% of the portfolio, ranked #101.

Cidel Asset Management first reported a position in APH in Q4 2018 and has held it in 29 quarters since. The position peaked at $20M in Q2 2019. 689 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Cidel Asset Management held 14,579 shares of Amphenol worth $2.57M as of Q2 2026.
Cidel Asset Management sold 50 Amphenol shares in Q2 2026, an estimated $7.21K.
Amphenol made up 0.12% of Cidel Asset Management's portfolio in Q2 2026, its #101 holding.
Cidel Asset Management first reported a position in Amphenol in Q4 2018 and has held it in 29 quarters since.
Cidel Asset Management's Amphenol position peaked at $20M in Q2 2019.
689 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.