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Claret Asset Management’s Amphenol APH Stock Holding History

Claret 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 		$261K Sell
1,483
-951
-39% -$137K 0.03% 165
2026
Q1 		$307K Buy
2,434
+1
+0% +$141 0.04% 184
2025
Q4 		$329K Buy
2,433
+84
+4% +$11.2K 0.04% 157
2025
Q3 		$291K Sell
2,349
-478
-17% -$52.5K 0.03% 161
2025
Q2 		$279K Sell
2,827
-490
-15% -$40.1K 0.04% 147
2025
Q1 		$218K Buy
+3,317
New +$226K 0.03% 243

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

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

Claret Asset Management reduced its Amphenol (APH) stake by 39% in Q2 2026, selling an estimated $137K and leaving 1,483 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #165.

Claret Asset Management first reported a position in APH in Q1 2025 and has held it in 6 quarters since. The position peaked at $329K in Q4 2025. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Claret Asset Management held 1,483 shares of Amphenol worth $261K as of Q2 2026.
  • Claret Asset Management sold 951 Amphenol shares in Q2 2026, an estimated $137K.
  • Amphenol made up 0.03% of Claret Asset Management's portfolio in Q2 2026, its #165 holding.
  • Claret Asset Management first reported a position in Amphenol in Q1 2025 and has held it in 6 quarters since.
  • Claret Asset Management's Amphenol position peaked at $329K in Q4 2025.
  • 2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.