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	392,806 -34,597	-8%	-$4.99M	1.17%	23
2026 Q1	$54M	Sell	427,403 -43,766	-9%	-$6.16M	0.93%	23
2025 Q4	$64.5M	Sell	471,169 -90,336	-16%	-$12.1M	1.05%	22
2025 Q3	$67.9M	Sell	561,505 -162,806	-22%	-$17.9M	1.08%	22
2025 Q2	$71.5M	Sell	724,311 -128,513	-15%	-$10.5M	1.28%	20
2025 Q1	$56M	Buy	852,824 +235,005	+38%	+$16M	1.06%	20
2024 Q4	$42.9M	Buy	617,819 +55,750	+10%	+$3.9M	0.81%	27
2024 Q3	$36.6M	Sell	562,069 -194,800	-26%	-$12.6M	0.69%	31
2024 Q2	$51M	Buy	756,869 +5,843	+0.8%	+$369K	1.05%	21
2024 Q1	$43.3M	Buy	751,026 +63,472	+9%	+$3.33M	0.9%	26
2023 Q4	$34.1M	Buy	687,554 +5,246	+0.8%	+$232K	0.75%	31
2023 Q3	$28.7M	Buy	682,308 +38,246	+6%	+$1.65M	0.66%	30
2023 Q2	$27.4M	Buy	644,062 +42,660	+7%	+$1.66M	0.63%	33
2023 Q1	$24.6M	Buy	601,402 +690	+0.1%	+$27.2K	0.62%	35
2022 Q4	$22.9M	Buy	600,712 +6,584	+1%	+$249K	0.64%	37
2022 Q3	$19.9M	Sell	594,128 -11,576	-2%	-$420K	0.68%	35
2022 Q2	$19.5M	Sell	605,704 -53,320	-8%	-$1.85M	0.77%	39
2022 Q1	$24.8M	Buy	659,024 +14,500	+2%	+$562K	0.92%	39
2021 Q4	$28.2M	Buy	644,524 +31,534	+5%	+$1.28M	1.1%	32
2021 Q3	$22.4M	Buy	+612,990	New	+$22.5M	1.06%	44

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

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 392,806 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. 2,323 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Guinness Asset Management held 392,806 shares of Amphenol worth $69.3M as of Q2 2026.
Guinness Asset Management sold 34,597 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.
2,323 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.