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 Q2	$80.4K	Buy	456 +6	+1%	+$865	0.01%	172
2026 Q1	$56.9K	Hold	450	–	–	0.01%	213
2025 Q4	$60.8K	Hold	450	–	–	0.01%	219
2025 Q3	$55.7K	Buy	+450	New	+$49.4K	0.01%	211
2025 Q2	–	Sell	-16	Closed	-$1.05K	–	371
2025 Q1	$1.05K	Sell	16 -38	-70%	-$2.59K	﹤0.01%	332
2024 Q4	$3.75K	Buy	+54	New	+$3.78K	﹤0.01%	318
2024 Q2	–	Sell	-18	Closed	-$1.04K	–	323
2024 Q1	$1.04K	Buy	+18	New	+$943	﹤0.01%	385
2022 Q2	–	Sell	-16	Closed	-$1K	–	318
2022 Q1	$1K	Buy	+16	New	+$620	﹤0.01%	309

Other funds holding APH

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return