CWM
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Circle Wealth Management’s Amphenol APH Stock Holding History

Circle 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
2026
Q2 		$393K Hold
4,462
– – ﹤0.01% 207
2026
Q1 		$282K Sell
4,462
-60
-1% -$4.22K ﹤0.01% 238
2025
Q4 		$306K Buy
4,522
+340
+8% +$22.7K ﹤0.01% 211
2025
Q3 		$259K Hold
4,182
– – 0.01% 204
2025
Q2 		$206K Buy
+4,182
New +$171K ﹤0.01% 215

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Circle Wealth Management's APH Position: Q2 2026 in Review

Circle Wealth Management held its Amphenol (APH) position steady in Q2 2026 at 4,462 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Circle Wealth Management first reported a position in APH in Q2 2025 and has held it in 5 quarters since. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Circle Wealth Management held 4,462 shares of Amphenol worth $393K as of Q2 2026.
  • Circle Wealth Management left its Amphenol share count unchanged in Q2 2026.
  • Amphenol made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Circle Wealth Management first reported a position in Amphenol in Q2 2025 and has held it in 5 quarters since.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.