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Confluence Wealth Services’s Amphenol APH Stock Holding History

Confluence Wealth Services’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 		$963K Buy
5,463
+2,803
+105% +$404K 0.03% 233
2026
Q1 		$336K Buy
2,660
+383
+17% +$53.9K 0.01% 307
2025
Q4 		$308K Buy
+2,277
New +$305K 0.01% 317
2024
Q3 		– Sell
-4,282
Closed -$288K – 338
2024
Q2 		$288K Buy
+4,282
New +$270K 0.02% 303
2022
Q1 		– Sell
-1,172
Closed -$51K – 298
2021
Q4 		$51K Buy
+1,172
New +$47.5K 0.02% 468

Other funds holding APH

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Confluence Wealth Services's APH Position: Q2 2026 in Review

Confluence Wealth Services increased its Amphenol (APH) stake by 105% in Q2 2026, buying an estimated $404K and bringing the position to 5,463 shares worth $963K. The position accounts for 0.03% of the portfolio, ranked #233.

Confluence Wealth Services first reported a position in APH in Q4 2021 and has held it in 5 quarters since. 689 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Confluence Wealth Services held 5,463 shares of Amphenol worth $963K as of Q2 2026.
  • Confluence Wealth Services bought 2,803 Amphenol shares in Q2 2026, an estimated $404K.
  • Amphenol made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #233 holding.
  • Confluence Wealth Services first reported a position in Amphenol in Q4 2021 and has held it in 5 quarters since.
  • 689 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.