Groupama Asset Management’s Amphenol APH Stock Holding History

Groupama Asset Management’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	$1.99M	Buy	23,240 +62	+0.3%	+$4.47K	0.03%	156
2026 Q1	$1.46M	Sell	23,178 -26,740	-54%	-$1.88M	0.02%	166
2025 Q4	$3.37M	Sell	49,918 -4,604	-8%	-$308K	0.05%	124
2025 Q3	$3.37M	Buy	54,522 +28,866	+113%	+$1.58M	0.05%	131
2025 Q2	$1.25M	Sell	25,656 -60,446	-70%	-$2.47M	0.02%	249
2025 Q1	$2.87M	Sell	86,102 -2,368	-3%	-$80.8K	0.06%	142
2024 Q4	$3.07M	Sell	88,470 -25,744	-23%	-$901K	0.06%	146
2024 Q3	$1.49M	Buy	114,214 +72,150	+172%	+$2.34M	0.04%	208
2024 Q2	$709K	Buy	42,064 +8,216	+24%	+$259K	0.01%	337
2024 Q1	$1.88M	Sell	33,848 -115,296	-77%	-$3.02M	0.03%	234
2023 Q4	$1.84M	Buy	+149,144	New	+$3.29M	0.05%	215

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

Groupama Asset Management's APH Position: Q2 2026 in Review

Groupama Asset Management increased its Amphenol (APH) stake by 0.27% in Q2 2026, buying an estimated $4.47K and bringing the position to 23,240 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #156.

Groupama Asset Management first reported a position in APH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.37M in Q3 2025. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Groupama Asset Management held 23,240 shares of Amphenol worth $1.99M as of Q2 2026.
Groupama Asset Management bought 62 Amphenol shares in Q2 2026, an estimated $4.47K.
Amphenol made up 0.03% of Groupama Asset Management's portfolio in Q2 2026, its #156 holding.
Groupama Asset Management first reported a position in Amphenol in Q4 2023 and has held it in 11 quarters since.
Groupama Asset Management's Amphenol position peaked at $3.37M in Q3 2025.
2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Groupama Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.