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Financial Advocates Investment Management’s Amphenol APH Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-5,526
Closed -$546K – 126
2025
Q2 		$546K Sell
5,526
-1,427
-21% -$117K 0.04% 341
2025
Q1 		$456K Buy
6,953
+408
+6% +$27.8K 0.03% 446
2024
Q4 		$455K Sell
6,545
-287
-4% -$20.1K 0.03% 480
2024
Q3 		$445K Buy
6,832
+327
+5% +$21.2K 0.03% 489
2024
Q2 		$438K Buy
6,505
+1,345
+26% +$84.9K 0.03% 462
2024
Q1 		$298K Buy
5,160
+4
+0.1% +$210 0.02% 595
2023
Q4 		$256K Buy
+5,156
New +$228K 0.02% 615

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's APH Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Amphenol (APH) in Q3 2025, closing a stake of 5,526 shares — an estimated $546K sold.

Financial Advocates Investment Management first reported a position in APH in Q4 2023 and held it in 7 quarters. The position peaked at $546K in Q2 2025. 1,827 funds tracked by Wall St. Rank hold APH as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Amphenol position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,526 Amphenol shares in Q3 2025, an estimated $546K.
  • Financial Advocates Investment Management first reported a position in Amphenol in Q4 2023 and held it in 7 quarters.
  • Financial Advocates Investment Management's Amphenol position peaked at $546K in Q2 2025.
  • 1,827 funds tracked by Wall St. Rank held Amphenol as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.