CPG
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Cornerstone Planning Group’s Amphenol APH Stock Holding History

Cornerstone Planning Group’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 		$103K Buy
756
+356
+89% +$50.1K 0.01% 243
2025
Q4 		$58.3K Buy
400
+46
+13% +$6.15K 0.01% 312
2025
Q3 		$49.3K Buy
354
+49
+16% +$5.38K 0.01% 346
2025
Q2 		$32.9K Sell
305
-10
-3% -$818 0.01% 311
2025
Q1 		$22.4K Buy
315
+231
+275% +$15.8K 0.01% 389
2024
Q4 		$5.67K Buy
84
+21
+33% +$1.47K ﹤0.01% 550
2024
Q3 		$4.34K Buy
63
+8
+15% +$519 ﹤0.01% 592
2024
Q2 		$3.21K Sell
55
-23
-29% -$1.45K ﹤0.01% 663
2024
Q1 		$4.78K Hold
78
– – ﹤0.01% 521
2023
Q4 		$3.87K Hold
78
– – ﹤0.01% 561
2023
Q3 		$3.28K Buy
78
+8
+11% +$344 ﹤0.01% 590
2023
Q2 		$2.97K Buy
+70
New +$2.72K ﹤0.01% 1060
2022
Q4 		$2.71K Buy
+70
New +$2.65K ﹤0.01% 1110

Other funds holding APH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
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