First Heartland Consultants’s Amphenol APH Stock Holding History

First Heartland Consultants’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 Q3	$681K	Buy	8,095 +99	+1%	+$7.97K	0.05%	275
2026 Q2	$705K	Buy	7,996 +180	+2%	+$13K	0.05%	267
2026 Q1	$494K	Sell	7,816 -22	-0.3%	-$1.55K	0.04%	288
2025 Q4	$530K	Buy	+7,838	New	+$524K	0.04%	283

Other funds holding APH

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

First Heartland Consultants's APH Position: Q3 2026 in Review

First Heartland Consultants increased its Amphenol (APH) stake by 1.2% in Q3 2026, buying an estimated $7.97K and bringing the position to 8,095 shares worth $681K. The position accounts for 0.05% of the portfolio, ranked #275.

First Heartland Consultants first reported a position in APH in Q4 2025 and has held it in 4 quarters since. The position peaked at $705K in Q2 2026. 95 funds tracked by Wall St. Rank hold APH as of Q3 2026.

First Heartland Consultants held 8,095 shares of Amphenol worth $681K as of Q3 2026.
First Heartland Consultants bought 99 Amphenol shares in Q3 2026, an estimated $7.97K.
Amphenol made up 0.05% of First Heartland Consultants's portfolio in Q3 2026, its #275 holding.
First Heartland Consultants first reported a position in Amphenol in Q4 2025 and has held it in 4 quarters since.
First Heartland Consultants's Amphenol position peaked at $705K in Q2 2026.
95 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.