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	317,400 -20,046	-6%	-$1.44M	1.01%	20
2026 Q1	$21.3M	Sell	337,446 -9,994	-3%	-$703K	0.86%	21
2025 Q4	$23.5M	Sell	347,440 -29,668	-8%	-$1.98M	0.88%	21
2025 Q3	$23.3M	Sell	377,108 -75,426	-17%	-$4.14M	0.86%	22
2025 Q2	$22.3M	Sell	452,534 -43,508	-9%	-$1.78M	0.83%	25
2025 Q1	$16.3M	Sell	496,042 -44,002	-8%	-$1.5M	0.66%	35
2024 Q4	$18.8M	Sell	540,044 -4,658	-0.9%	-$163K	0.71%	30
2024 Q3	$17.7M	Sell	544,702 -39,358	-7%	-$1.28M	0.67%	36
2024 Q2	$19.7M	Sell	584,060 -18,776	-3%	-$592K	0.75%	33
2024 Q1	$17.4M	Sell	602,836 -39,504	-6%	-$1.04M	0.7%	35
2023 Q4	$15.9M	Sell	642,340 -100,340	-14%	-$2.22M	0.73%	36
2023 Q3	$15.6M	Sell	742,680 -5,532	-0.7%	-$119K	0.73%	36
2023 Q2	$15.9M	Buy	748,212 +11,824	+2%	+$230K	0.69%	41
2023 Q1	$15M	Buy	736,388 +9,188	+1%	+$181K	0.69%	45
2022 Q4	$13.8M	Buy	727,200 +14,648	+2%	+$277K	0.66%	40
2022 Q3	$11.9M	Buy	712,552 +215,908	+43%	+$3.92M	0.58%	46
2022 Q2	$7.99M	Buy	+496,644	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 $3.38T AUM 44.17% 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 317,400 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. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

First Foundation Advisors held 317,400 shares of Amphenol worth $28M as of Q2 2026.
First Foundation Advisors sold 20,046 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.
2,340 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.