First National Advisers’s Amphenol APH Stock Holding History

First National Advisers’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	$4.18M	Sell	47,450 -11,548	-20%	-$832K	0.59%	40
2026 Q1	$3.73M	Sell	58,998 -11,382	-16%	-$801K	0.55%	45
2025 Q4	$4.76M	Sell	70,380 -14,050	-17%	-$940K	0.65%	30
2025 Q3	$5.22M	Sell	84,430 -23,220	-22%	-$1.27M	0.71%	31
2025 Q2	$5.31M	Sell	107,650 -28,174	-21%	-$1.15M	0.78%	24
2025 Q1	$4.45M	Buy	135,824 +24	+0%	+$819	0.71%	35
2024 Q4	$4.72M	Buy	135,800 +5,616	+4%	+$197K	0.76%	28
2024 Q3	$4.24M	Buy	130,184 +7,754	+6%	+$251K	0.68%	37
2024 Q2	$4.12M	Buy	122,430 +55,358	+83%	+$1.75M	0.75%	33
2024 Q1	$1.93M	Sell	67,072 -14,448	-18%	-$379K	0.43%	77
2023 Q4	$2.02M	Buy	81,520 +25,316	+45%	+$559K	0.58%	60
2023 Q3	$1.18M	Buy	56,204 +34,612	+160%	+$744K	0.53%	68
2023 Q2	$459K	Buy	+21,592	New	+$419K	0.42%	75

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 National Advisers's APH Position: Q2 2026 in Review

First National Advisers reduced its Amphenol (APH) stake by 20% in Q2 2026, selling an estimated $832K and leaving 47,450 shares worth $4.18M. The position accounts for 0.59% of the portfolio, ranked #40.

First National Advisers first reported a position in APH in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.31M in Q2 2025. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

First National Advisers held 47,450 shares of Amphenol worth $4.18M as of Q2 2026.
First National Advisers sold 11,548 Amphenol shares in Q2 2026, an estimated $832K.
Amphenol made up 0.59% of First National Advisers's portfolio in Q2 2026, its #40 holding.
First National Advisers first reported a position in Amphenol in Q2 2023 and has held it in 13 quarters since.
First National Advisers's Amphenol position peaked at $5.31M in Q2 2025.
2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.