Congress Wealth Management’s Amphenol APH Stock Holding History

Congress 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	$3.15M	Sell	31,858 -333	-1%	-$27.2K	0.03%	479
2025 Q1	$2.11M	Sell	32,191 -709	-2%	-$48.4K	0.03%	482
2024 Q4	$2.28M	Sell	32,900 -105	-0.3%	-$7.35K	0.03%	390
2024 Q3	$2.15M	Sell	33,005 -234	-0.7%	-$15.2K	0.03%	412
2024 Q2	$2.24M	Buy	33,239 +373	+1%	+$23.5K	0.04%	341
2024 Q1	$1.9M	Sell	32,866 -946	-3%	-$49.6K	0.03%	322
2023 Q4	$1.68M	Sell	33,812 -1,878	-5%	-$83K	0.03%	336
2023 Q3	$1.5M	Sell	35,690 -1,942	-5%	-$83.5K	0.03%	334
2023 Q2	$1.6M	Buy	37,632 +242	+0.6%	+$9.4K	0.04%	296
2023 Q1	$1.53M	Sell	37,390 -736	-2%	-$29.1K	0.04%	300
2022 Q4	$1.45M	Buy	38,126 +2	+0%	+$76	0.04%	297
2022 Q3	$1.28M	Buy	38,124 +6	+0%	+$218	0.03%	310
2022 Q2	$1.23M	Sell	38,118 -396	-1%	-$13.8K	0.03%	316
2022 Q1	$1.45M	Sell	38,514 -7,360	-16%	-$285K	0.03%	314
2021 Q4	$2.01M	Buy	+45,874	New	+$1.86M	0.04%	310

Other funds holding APH

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

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 Oslo, Norway $935B AUM