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Concord Wealth Partners’s Amphenol APH Stock Holding History

Concord Wealth Partners’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 		$23.6K Buy
+268
New +$19.3K ﹤0.01% 458
2026
Q1 		– Sell
-268
Closed -$18.1K – 234
2025
Q4 		$18.1K Buy
268
+18
+7% +$1.2K ﹤0.01% 458
2025
Q3 		$15.5K Hold
250
– – ﹤0.01% 486
2025
Q2 		$12.4K Buy
250
+20
+9% +$818 ﹤0.01% 516
2025
Q1 		$7.54K Buy
230
+86
+60% +$2.93K ﹤0.01% 539
2024
Q4 		$5K Hold
144
– – ﹤0.01% 603
2024
Q3 		$4.69K Hold
144
– – ﹤0.01% 647
2024
Q2 		$4.85K Hold
144
– – ﹤0.01% 577
2024
Q1 		$4.15K Buy
+144
New +$3.77K ﹤0.01% 680
2023
Q4 		– Sell
-764
Closed -$16K – 819
2023
Q3 		$16K Hold
764
– – ﹤0.01% 545
2023
Q2 		$16.2K Buy
+764
New +$14.8K ﹤0.01% 536
2023
Q1 		– Sell
-828
Closed -$15.8K – 1000
2022
Q4 		$15.8K Buy
+828
New +$15.7K ﹤0.01% 570
2022
Q3 		– Sell
-1,752
Closed -$28K – 210
2022
Q2 		$28K Sell
1,752
-10,952
-86% -$190K 0.01% 464
2022
Q1 		$239K Buy
12,704
+316
+3% +$6.12K 0.06% 159
2021
Q4 		$271K Buy
12,388
+8,688
+235% +$176K 0.07% 148
2021
Q3 		$68K Sell
3,700
-6,612
-64% -$121K 0.03% 175
2021
Q2 		$176K Buy
10,312
+1,264
+14% +$21.3K 0.05% 152
2021
Q1 		$149K Buy
9,048
+8,888
+5,555% +$144K 0.05% 160
2020
Q4 		$3K Buy
+160
New +$2.46K ﹤0.01% 457

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

Concord Wealth Partners's APH Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Amphenol (APH) in Q2 2026: 268 shares worth $23.6K. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in APH as recently as Q4 2025.

Concord Wealth Partners first reported a position in APH in Q4 2020 and has held it in 19 quarters since. The position peaked at $271K in Q4 2021. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Concord Wealth Partners held 268 shares of Amphenol worth $23.6K as of Q2 2026.
  • Amphenol was a new Concord Wealth Partners position in Q2 2026.
  • Amphenol made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #458 holding.
  • Concord Wealth Partners first reported a position in Amphenol in Q4 2020 and has held it in 19 quarters since.
  • Concord Wealth Partners's Amphenol position peaked at $271K in Q4 2021.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.