DWM
APH icon

Diversify Wealth Management’s Amphenol APH Stock Holding History

Diversify Wealth Management’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 		$2.33M Sell
31,218
-7,994
-20% -$576K 0.04% 357
2026
Q1 		$2.91M Buy
39,212
+26,590
+211% +$1.87M 0.05% 275
2025
Q4 		$940K Buy
12,622
+1,176
+10% +$78.7K 0.04% 331
2025
Q3 		$810K Buy
11,446
+4,588
+67% +$252K 0.05% 305
2025
Q2 		$384K Buy
+6,858
New +$280K 0.02% 417

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's APH Position: Q2 2026 in Review

Diversify Wealth Management reduced its Amphenol (APH) stake by 20% in Q2 2026, selling an estimated $576K and leaving 31,218 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #357.

Diversify Wealth Management first reported a position in APH in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.91M in Q1 2026. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Diversify Wealth Management held 31,218 shares of Amphenol worth $2.33M as of Q2 2026.
  • Diversify Wealth Management sold 7,994 Amphenol shares in Q2 2026, an estimated $576K.
  • Amphenol made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Diversify Wealth Management first reported a position in Amphenol in Q2 2025 and has held it in 5 quarters since.
  • Diversify Wealth Management's Amphenol position peaked at $2.91M in Q1 2026.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.