CWS Financial Advisors
APH icon

CWS Financial Advisors’s Amphenol APH Stock Holding History

CWS Financial Advisors’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
Q3 		$288K Hold
3,414
– – 0.06% 136
2026
Q2 		$301K Hold
3,414
– – 0.07% 131
2026
Q1 		$216K Buy
3,414
+238
+7% +$16.8K 0.06% 146
2025
Q4 		$215K Buy
+3,176
New +$212K 0.06% 143
2023
Q4 		– Sell
-9,984
Closed -$210K – 147
2023
Q3 		$210K Sell
9,984
-316
-3% -$6.8K 0.08% 134
2023
Q2 		$219K Hold
10,300
– – 0.08% 140
2023
Q1 		$210K Buy
+10,300
New +$203K 0.08% 136

Other funds holding APH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

CWS Financial Advisors's APH Position: Q3 2026 in Review

CWS Financial Advisors held its Amphenol (APH) position steady in Q3 2026 at 3,414 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #136.

CWS Financial Advisors first reported a position in APH in Q1 2023 and has held it in 7 quarters since. The position peaked at $301K in Q2 2026. 1,802 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • CWS Financial Advisors held 3,414 shares of Amphenol worth $288K as of Q3 2026.
  • CWS Financial Advisors left its Amphenol share count unchanged in Q3 2026.
  • Amphenol made up 0.06% of CWS Financial Advisors's portfolio in Q3 2026, its #136 holding.
  • CWS Financial Advisors first reported a position in Amphenol in Q1 2023 and has held it in 7 quarters since.
  • CWS Financial Advisors's Amphenol position peaked at $301K in Q2 2026.
  • 1,802 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.