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Compass Wealth Management’s Amphenol APH Stock Holding History

Compass 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
2025
Q2 		– Sell
-200
Closed -$13.1K – 168
2025
Q1 		$13.1K Hold
200
– – ﹤0.01% 342
2024
Q4 		$13.9K Sell
200
-44
-18% -$3.08K ﹤0.01% 335
2024
Q3 		$15.9K Hold
244
– – ﹤0.01% 337
2024
Q2 		$16.4K Hold
244
– – ﹤0.01% 338
2024
Q1 		$14.1K Hold
244
– – ﹤0.01% 336
2023
Q4 		$12.1K Hold
244
– – ﹤0.01% 335
2023
Q3 		$10.2K Hold
244
– – ﹤0.01% 345
2023
Q2 		$10.4K Hold
244
– – ﹤0.01% 353
2023
Q1 		$9.97K Hold
244
– – ﹤0.01% 358
2022
Q4 		$9.29K Buy
+244
New +$9.23K ﹤0.01% 359

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Compass Wealth Management's APH Position: Q2 2025 in Review

Compass Wealth Management sold out of Amphenol (APH) in Q2 2025, closing a stake of 200 shares — an estimated $13.1K sold.

Compass Wealth Management first reported a position in APH in Q4 2022 and held it in 10 quarters. The position peaked at $16.4K in Q2 2024. 1,646 funds tracked by Wall St. Rank hold APH as of Q2 2025.

  • Compass Wealth Management reported no remaining Amphenol position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 200 Amphenol shares in Q2 2025, an estimated $13.1K.
  • Compass Wealth Management first reported a position in Amphenol in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Amphenol position peaked at $16.4K in Q2 2024.
  • 1,646 funds tracked by Wall St. Rank held Amphenol as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.