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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
9,754
+474
+5% +$34.2K 0.06% 200
2026
Q1 		$586K Buy
9,280
+1,856
+25% +$131K 0.05% 244
2025
Q4 		$502K Buy
7,424
+196
+3% +$13.1K 0.05% 262
2025
Q3 		$447K Buy
+7,228
New +$397K 0.04% 267
2025
Q1 		– Sell
-6,888
Closed -$239K – 329
2024
Q4 		$239K Buy
6,888
+218
+3% +$7.63K 0.05% 284
2024
Q3 		$217K Buy
+6,670
New +$216K 0.05% 304

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

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 9,754 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. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Everhart Financial Group held 9,754 shares of Amphenol worth $860K as of Q2 2026.
  • Everhart Financial Group bought 474 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.
  • 2,327 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.