Dudley & Shanley
APH icon

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
Q3 		$25.9M Sell
307,828
-161,074
-34% -$13M 4.12% 6
2026
Q2 		$41.3M Sell
468,902
-22,600
-5% -$1.63M 6.24% 2
2026
Q1 		$31.1M Sell
491,502
-74,320
-13% -$5.23M 5.08% 2
2025
Q4 		$38.2M Sell
565,822
-67,370
-11% -$4.51M 6.14% 2
2025
Q3 		$39.2M Sell
633,192
-222,808
-26% -$12.2M 6.3% 2
2025
Q2 		$42.3M Sell
856,000
-21,880
-2% -$895K 6.64% 2
2025
Q1 		$28.8M Sell
877,880
-20
-0% -$682 4.53% 7
2024
Q4 		$30.5M Buy
877,900
+1,160
+0.1% +$40.6K 4.71% 5
2024
Q3 		$28.6M Buy
876,740
+3,400
+0.4% +$110K 4.47% 7
2024
Q2 		$29.4M Sell
873,340
-16,480
-2% -$520K 5.06% 3
2024
Q1 		$25.7M Buy
889,820
+8,920
+1% +$234K 4.33% 10
2023
Q4 		$21.8M Sell
880,900
-10,680
-1% -$236K 3.89% 10
2023
Q3 		$18.7M Sell
891,580
-20
-0% -$430 3.54% 15
2023
Q2 		$18.9M Hold
891,600
– – 3.42% 16
2023
Q1 		$18.2M Buy
891,600
+570,380
+178% +$11.3M 3.49% 15
2022
Q4 		$6.11M Buy
+321,220
New +$6.08M 1.38% 18
2022
Q3 		– Sell
-888,480
Closed -$14.3M – 28
2022
Q2 		$14.3M Sell
888,480
-213,380
-19% -$3.71M 3.2% 18
2022
Q1 		$20.8M Hold
1,101,860
– – 3.86% 14
2021
Q4 		$24.1M Buy
+1,101,860
New +$22.3M 4.17% 12

Other funds holding APH

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Dudley & Shanley's APH Position: Q3 2026 in Review

Dudley & Shanley reduced its Amphenol (APH) stake by 34% in Q3 2026, selling an estimated $13M and leaving 307,828 shares worth $25.9M. The position accounts for 4.12% of the portfolio, ranked #6.

Dudley & Shanley first reported a position in APH in Q4 2021 and has held it in 19 quarters since. The position peaked at $42.3M in Q2 2025. 641 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Dudley & Shanley held 307,828 shares of Amphenol worth $25.9M as of Q3 2026.
  • Dudley & Shanley sold 161,074 Amphenol shares in Q3 2026, an estimated $13M.
  • Amphenol made up 4.12% of Dudley & Shanley's portfolio in Q3 2026, its #6 holding.
  • Dudley & Shanley first reported a position in Amphenol in Q4 2021 and has held it in 19 quarters since.
  • Dudley & Shanley's Amphenol position peaked at $42.3M in Q2 2025.
  • 641 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Dudley & Shanley's 13F filing for Q3 2026, filed 6 Oct 2026.