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Dudley & Shanley’s Amphenol APH Stock Holding History

Dudley & Shanley’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 		$41.3M Sell
234,451
-11,300
-5% -$1.63M 6.24% 2
2026
Q1 		$31.1M Sell
245,751
-37,160
-13% -$5.23M 5.08% 2
2025
Q4 		$38.2M Sell
282,911
-33,685
-11% -$4.51M 6.14% 2
2025
Q3 		$39.2M Sell
316,596
-111,404
-26% -$12.2M 6.3% 2
2025
Q2 		$42.3M Sell
428,000
-10,940
-2% -$895K 6.64% 2
2025
Q1 		$28.8M Sell
438,940
-10
-0% -$682 4.53% 7
2024
Q4 		$30.5M Buy
438,950
+580
+0.1% +$40.6K 4.71% 5
2024
Q3 		$28.6M Buy
438,370
+1,700
+0.4% +$110K 4.47% 7
2024
Q2 		$29.4M Sell
436,670
-8,240
-2% -$520K 5.06% 3
2024
Q1 		$25.7M Buy
444,910
+4,460
+1% +$234K 4.33% 10
2023
Q4 		$21.8M Sell
440,450
-5,340
-1% -$236K 3.89% 10
2023
Q3 		$18.7M Sell
445,790
-10
-0% -$430 3.54% 15
2023
Q2 		$18.9M Hold
445,800
– – 3.42% 16
2023
Q1 		$18.2M Buy
445,800
+285,190
+178% +$11.3M 3.49% 15
2022
Q4 		$6.11M Buy
+160,610
New +$6.08M 1.38% 18
2022
Q3 		– Sell
-444,240
Closed -$14.3M – 28
2022
Q2 		$14.3M Sell
444,240
-106,690
-19% -$3.71M 3.2% 18
2022
Q1 		$20.8M Hold
550,930
– – 3.86% 14
2021
Q4 		$24.1M Buy
+550,930
New +$22.3M 4.17% 12

Other funds holding APH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Dudley & Shanley's APH Position: Q2 2026 in Review

Dudley & Shanley reduced its Amphenol (APH) stake by 4.6% in Q2 2026, selling an estimated $1.63M and leaving 234,451 shares worth $41.3M. The position accounts for 6.24% of the portfolio, ranked #2.

Dudley & Shanley first reported a position in APH in Q4 2021 and has held it in 18 quarters since. The position peaked at $42.3M in Q2 2025. 428 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Dudley & Shanley held 234,451 shares of Amphenol worth $41.3M as of Q2 2026.
  • Dudley & Shanley sold 11,300 Amphenol shares in Q2 2026, an estimated $1.63M.
  • Amphenol made up 6.24% of Dudley & Shanley's portfolio in Q2 2026, its #2 holding.
  • Dudley & Shanley first reported a position in Amphenol in Q4 2021 and has held it in 18 quarters since.
  • Dudley & Shanley's Amphenol position peaked at $42.3M in Q2 2025.
  • 428 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Dudley & Shanley's 13F filing for Q2 2026, filed 9 Jul 2026.