First Foundation Advisors’s Amphenol APH Stock Holding History

First Foundation Advisors’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	$28M	Sell	158,700 -10,023	-6%	-$1.44M	1.01%	20
2026 Q1	$21.3M	Sell	168,723 -4,997	-3%	-$703K	0.86%	21
2025 Q4	$23.5M	Sell	173,720 -14,834	-8%	-$1.98M	0.88%	21
2025 Q3	$23.3M	Sell	188,554 -37,713	-17%	-$4.14M	0.86%	22
2025 Q2	$22.3M	Sell	226,267 -21,754	-9%	-$1.78M	0.83%	25
2025 Q1	$16.3M	Sell	248,021 -22,001	-8%	-$1.5M	0.66%	35
2024 Q4	$18.8M	Sell	270,022 -2,329	-0.9%	-$163K	0.71%	30
2024 Q3	$17.7M	Sell	272,351 -19,679	-7%	-$1.28M	0.67%	36
2024 Q2	$19.7M	Sell	292,030 -9,388	-3%	-$592K	0.75%	33
2024 Q1	$17.4M	Sell	301,418 -19,752	-6%	-$1.03M	0.7%	35
2023 Q4	$15.9M	Sell	321,170 -50,170	-14%	-$2.22M	0.73%	36
2023 Q3	$15.6M	Sell	371,340 -2,766	-0.7%	-$119K	0.73%	36
2023 Q2	$15.9M	Buy	374,106 +5,912	+2%	+$230K	0.69%	41
2023 Q1	$15M	Buy	368,194 +4,594	+1%	+$181K	0.69%	45
2022 Q4	$13.8M	Buy	363,600 +7,324	+2%	+$277K	0.66%	40
2022 Q3	$11.9M	Buy	356,276 +107,954	+43%	+$3.92M	0.58%	46
2022 Q2	$7.99M	Buy	+248,322	New	+$8.63M	0.35%	58

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Foundation Advisors's APH Position: Q2 2026 in Review

First Foundation Advisors reduced its Amphenol (APH) stake by 5.9% in Q2 2026, selling an estimated $1.44M and leaving 158,700 shares worth $28M. The position accounts for 1.01% of the portfolio, ranked #20.

First Foundation Advisors first reported a position in APH in Q2 2022 and has held it in 17 quarters since. 2,313 funds tracked by Wall St. Rank hold APH as of Q2 2026.

First Foundation Advisors held 158,700 shares of Amphenol worth $28M as of Q2 2026.
First Foundation Advisors sold 10,023 Amphenol shares in Q2 2026, an estimated $1.44M.
Amphenol made up 1.01% of First Foundation Advisors's portfolio in Q2 2026, its #20 holding.
First Foundation Advisors first reported a position in Amphenol in Q2 2022 and has held it in 17 quarters since.
2,313 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.