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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
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

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

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 468,902 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. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Dudley & Shanley held 468,902 shares of Amphenol worth $41.3M as of Q2 2026.
  • Dudley & Shanley sold 22,600 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.
  • 2,327 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.