COWA LLC’s Amphenol APH Stock Holding History

COWA LLC’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	$363K	Buy	4,114 +30	+0.7%	+$2.16K	0.09%	130
2026 Q1	$258K	Hold	4,084	–	–	0.07%	136
2025 Q4	$276K	Buy	+4,084	New	+$273K	0.08%	131

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

COWA LLC's APH Position: Q2 2026 in Review

COWA LLC increased its Amphenol (APH) stake by 0.73% in Q2 2026, buying an estimated $2.16K and bringing the position to 4,114 shares worth $363K. The position accounts for 0.09% of the portfolio, ranked #130.

COWA LLC first reported a position in APH in Q4 2025 and has held it in 3 quarters since. 2,334 funds tracked by Wall St. Rank hold APH as of Q2 2026.

COWA LLC held 4,114 shares of Amphenol worth $363K as of Q2 2026.
COWA LLC bought 30 Amphenol shares in Q2 2026, an estimated $2.16K.
Amphenol made up 0.09% of COWA LLC's portfolio in Q2 2026, its #130 holding.
COWA LLC first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
2,334 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.