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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CWS Financial Advisors's APH Position: Q2 2026 in Review

CWS Financial Advisors held its Amphenol (APH) position steady in Q2 2026 at 3,414 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #131.

CWS Financial Advisors first reported a position in APH in Q1 2023 and has held it in 6 quarters since. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • CWS Financial Advisors held 3,414 shares of Amphenol worth $301K as of Q2 2026.
  • CWS Financial Advisors left its Amphenol share count unchanged in Q2 2026.
  • Amphenol made up 0.07% of CWS Financial Advisors's portfolio in Q2 2026, its #131 holding.
  • CWS Financial Advisors first reported a position in Amphenol in Q1 2023 and has held it in 6 quarters since.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.