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Everhart Financial Group’s Amphenol APH Stock Holding History

Everhart Financial Group’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 		$860K Buy
4,877
+237
+5% +$34.2K 0.06% 200
2026
Q1 		$586K Buy
4,640
+928
+25% +$131K 0.05% 244
2025
Q4 		$502K Buy
3,712
+98
+3% +$13.1K 0.05% 262
2025
Q3 		$447K Buy
+3,614
New +$397K 0.04% 267
2025
Q1 		– Sell
-3,444
Closed -$239K – 329
2024
Q4 		$239K Buy
3,444
+109
+3% +$7.63K 0.05% 284
2024
Q3 		$217K Buy
+3,335
New +$216K 0.05% 304

Other funds holding APH

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 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

Everhart Financial Group's APH Position: Q2 2026 in Review

Everhart Financial Group increased its Amphenol (APH) stake by 5.1% in Q2 2026, buying an estimated $34.2K and bringing the position to 4,877 shares worth $860K. The position accounts for 0.06% of the portfolio, ranked #200.

Everhart Financial Group first reported a position in APH in Q3 2024 and has held it in 6 quarters since. 474 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Everhart Financial Group held 4,877 shares of Amphenol worth $860K as of Q2 2026.
  • Everhart Financial Group bought 237 Amphenol shares in Q2 2026, an estimated $34.2K.
  • Amphenol made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #200 holding.
  • Everhart Financial Group first reported a position in Amphenol in Q3 2024 and has held it in 6 quarters since.
  • 474 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.