CreativeOne Wealth’s Amphenol APH Stock Holding History

CreativeOne Wealth’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	$6.8M	Sell	77,136 -9,380	-11%	-$676K	0.15%	122
2026 Q1	$5.47M	Buy	86,516 +12,520	+17%	+$881K	0.13%	154
2025 Q4	$5M	Buy	73,996 +18,170	+33%	+$1.22M	0.12%	152
2025 Q3	$3.45M	Buy	55,826 +2,046	+4%	+$112K	0.08%	220
2025 Q2	$2.66M	Buy	53,780 +25,696	+91%	+$1.05M	0.07%	272
2025 Q1	$921K	Buy	28,084 +14,328	+104%	+$489K	0.03%	505
2024 Q4	$478K	Buy	13,756 +1,846	+15%	+$64.6K	0.01%	706
2024 Q3	$388K	Buy	11,910 +3,254	+38%	+$105K	0.01%	713
2024 Q2	$292K	Sell	8,656 -1,092	-11%	-$34.5K	0.01%	627
2024 Q1	$281K	Buy	+9,748	New	+$255K	0.01%	736
2023 Q3	–	Sell	-14,044	Closed	-$298K	–	579
2023 Q2	$298K	Buy	+14,044	New	+$273K	0.01%	647
2021 Q3	–	Sell	-15,936	Closed	-$273K	–	690
2021 Q2	$273K	Buy	15,936 +3,528	+28%	+$59.6K	0.02%	561
2021 Q1	$205K	Buy	+12,408	New	+$202K	0.02%	535

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

CreativeOne Wealth's APH Position: Q2 2026 in Review

CreativeOne Wealth reduced its Amphenol (APH) stake by 11% in Q2 2026, selling an estimated $676K and leaving 77,136 shares worth $6.8M. The position accounts for 0.15% of the portfolio, ranked #122.

CreativeOne Wealth first reported a position in APH in Q1 2021 and has held it in 13 quarters since. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

CreativeOne Wealth held 77,136 shares of Amphenol worth $6.8M as of Q2 2026.
CreativeOne Wealth sold 9,380 Amphenol shares in Q2 2026, an estimated $676K.
Amphenol made up 0.15% of CreativeOne Wealth's portfolio in Q2 2026, its #122 holding.
CreativeOne Wealth first reported a position in Amphenol in Q1 2021 and has held it in 13 quarters since.
2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.