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Guinness Asset Management’s Amphenol APH Stock Holding History

Guinness 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 		$69.3M Sell
785,612
-69,194
-8% -$4.99M 1.17% 23
2026
Q1 		$54M Sell
854,806
-87,532
-9% -$6.16M 0.93% 23
2025
Q4 		$64.5M Sell
942,338
-180,672
-16% -$12.1M 1.05% 22
2025
Q3 		$67.9M Sell
1,123,010
-325,612
-22% -$17.9M 1.08% 22
2025
Q2 		$71.5M Sell
1,448,622
-257,026
-15% -$10.5M 1.28% 20
2025
Q1 		$56M Buy
1,705,648
+470,010
+38% +$16M 1.06% 20
2024
Q4 		$42.9M Buy
1,235,638
+111,500
+10% +$3.9M 0.81% 27
2024
Q3 		$36.6M Sell
1,124,138
-389,600
-26% -$12.6M 0.69% 31
2024
Q2 		$51M Buy
1,513,738
+11,686
+0.8% +$369K 1.05% 21
2024
Q1 		$43.3M Buy
1,502,052
+126,944
+9% +$3.33M 0.9% 26
2023
Q4 		$34.1M Buy
1,375,108
+10,492
+0.8% +$232K 0.75% 31
2023
Q3 		$28.7M Buy
1,364,616
+76,492
+6% +$1.65M 0.66% 30
2023
Q2 		$27.4M Buy
1,288,124
+85,320
+7% +$1.66M 0.63% 33
2023
Q1 		$24.6M Buy
1,202,804
+1,380
+0.1% +$27.2K 0.62% 35
2022
Q4 		$22.9M Buy
1,201,424
+13,168
+1% +$249K 0.64% 37
2022
Q3 		$19.9M Sell
1,188,256
-23,152
-2% -$420K 0.68% 35
2022
Q2 		$19.5M Sell
1,211,408
-106,640
-8% -$1.85M 0.77% 39
2022
Q1 		$24.8M Buy
1,318,048
+29,000
+2% +$562K 0.92% 39
2021
Q4 		$28.2M Buy
1,289,048
+63,068
+5% +$1.28M 1.1% 32
2021
Q3 		$22.4M Buy
+1,225,980
New +$22.5M 1.06% 44

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Guinness Asset Management reduced its Amphenol (APH) stake by 8.1% in Q2 2026, selling an estimated $4.99M and leaving 785,612 shares worth $69.3M. The position accounts for 1.17% of the portfolio, ranked #23.

Guinness Asset Management first reported a position in APH in Q3 2021 and has held it in 20 quarters since. The position peaked at $71.5M in Q2 2025. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Guinness Asset Management held 785,612 shares of Amphenol worth $69.3M as of Q2 2026.
  • Guinness Asset Management sold 69,194 Amphenol shares in Q2 2026, an estimated $4.99M.
  • Amphenol made up 1.17% of Guinness Asset Management's portfolio in Q2 2026, its #23 holding.
  • Guinness Asset Management first reported a position in Amphenol in Q3 2021 and has held it in 20 quarters since.
  • Guinness Asset Management's Amphenol position peaked at $71.5M in Q2 2025.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Guinness Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.