GoalVest Advisory’s Amphenol APH Stock Holding History

GoalVest Advisory’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	$76.4K	Sell	906 -6	-0.7%	-$483	0.01%	186
2026 Q2	$80.4K	Buy	912 +12	+1%	+$865	0.01%	172
2026 Q1	$56.9K	Hold	900	–	–	0.01%	213
2025 Q4	$60.8K	Hold	900	–	–	0.01%	219
2025 Q3	$55.7K	Buy	+900	New	+$49.4K	0.01%	211
2025 Q2	–	Sell	-32	Closed	-$1.05K	–	371
2025 Q1	$1.05K	Sell	32 -76	-70%	-$2.59K	﹤0.01%	332
2024 Q4	$3.75K	Buy	+108	New	+$3.78K	﹤0.01%	318
2024 Q2	–	Sell	-36	Closed	-$1.04K	–	323
2024 Q1	$1.04K	Buy	+36	New	+$943	﹤0.01%	385
2022 Q2	–	Sell	-32	Closed	-$1K	–	317
2022 Q1	$1K	Buy	+32	New	+$620	﹤0.01%	309

Other funds holding APH

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

GoalVest Advisory's APH Position: Q3 2026 in Review

GoalVest Advisory reduced its Amphenol (APH) stake by 0.66% in Q3 2026, selling an estimated $483 and leaving 906 shares worth $76.4K. The position accounts for 0.01% of the portfolio, ranked #186.

GoalVest Advisory first reported a position in APH in Q1 2022 and has held it in 9 quarters since. The position peaked at $80.4K in Q2 2026. 1,184 funds tracked by Wall St. Rank hold APH as of Q3 2026.

GoalVest Advisory held 906 shares of Amphenol worth $76.4K as of Q3 2026.
GoalVest Advisory sold 6 Amphenol shares in Q3 2026, an estimated $483.
Amphenol made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #186 holding.
GoalVest Advisory first reported a position in Amphenol in Q1 2022 and has held it in 9 quarters since.
GoalVest Advisory's Amphenol position peaked at $80.4K in Q2 2026.
1,184 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.