Claro Advisors’s Amphenol APH Stock Holding History

Claro Advisors’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 Q1	$242K	Buy	1,916 +93	+5%	+$13.1K	0.03%	427
2025 Q4	$246K	Buy	1,823 +43	+2%	+$5.75K	0.03%	371
2025 Q3	$220K	Sell	1,780 -364	-17%	-$39.9K	0.03%	369
2025 Q2	$212K	Sell	2,144 -8,122	-79%	-$664K	0.03%	351
2025 Q1	$673K	Sell	10,266 -278	-3%	-$19K	0.09%	207
2024 Q4	$732K	Sell	10,544 -1,932	-15%	-$135K	0.1%	191
2024 Q3	$813K	Buy	12,476 +459	+4%	+$29.8K	0.11%	189
2024 Q2	$810K	Sell	12,017 -3,079	-20%	-$194K	0.13%	166
2024 Q1	$871K	Sell	15,096 -622	-4%	-$32.6K	0.15%	156
2023 Q4	$779K	Buy	15,718 +406	+3%	+$17.9K	0.17%	137
2023 Q3	$643K	Buy	15,312 +468	+3%	+$20.1K	0.16%	149
2023 Q2	$631K	Buy	14,844 +1,848	+14%	+$71.8K	0.16%	162
2023 Q1	$531K	Buy	12,996 +1,166	+10%	+$46K	0.16%	167
2022 Q4	$450K	Buy	+11,830	New	+$448K	0.15%	175
2019 Q1	–	Sell	-120	Closed	-$3K	–	193
2018 Q4	$3K	Buy	+120	New	+$2.58K	﹤0.01%	843

Other funds holding APH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return