GAAM
APH icon

Guinness Atkinson Asset Management’s Amphenol APH Stock Holding History

Guinness Atkinson 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 		$8.81M Sell
49,982
-2,231
-4% -$322K 3.95% 6
2026
Q1 		$6.6M Sell
52,213
-3,654
-7% -$514K 3.3% 6
2025
Q4 		$7.65M Sell
55,867
-14,085
-20% -$1.88M 3.6% 3
2025
Q3 		$8.46M Sell
69,952
-25,226
-27% -$2.77M 4.02% 4
2025
Q2 		$9.4M Sell
95,178
-15,078
-14% -$1.23M 4.93% 2
2025
Q1 		$7.23M Buy
110,256
+4,257
+4% +$290K 4.03% 5
2024
Q4 		$7.36M Sell
105,999
-8,364
-7% -$585K 3.75% 6
2024
Q3 		$7.45M Sell
114,363
-34,201
-23% -$2.22M 3.63% 9
2024
Q2 		$10M Sell
148,564
-5,020
-3% -$317K 4.9% 2
2024
Q1 		$8.86M Sell
153,584
-692
-0.4% -$36.3K 4.16% 7
2023
Q4 		$7.65M Sell
154,276
-4,576
-3% -$202K 3.91% 3
2023
Q3 		$6.67M Sell
158,852
-1,444
-0.9% -$62.1K 3.71% 3
2023
Q2 		$6.81M Sell
160,296
-2,322
-1% -$90.2K 3.61% 3
2023
Q1 		$6.64M Sell
162,618
-4,088
-2% -$161K 3.75% 1
2022
Q4 		$6.35M Sell
166,706
-7,872
-5% -$298K 3.99% 1
2022
Q3 		$5.84M Sell
174,578
-1,672
-0.9% -$60.7K 3.73% 1
2022
Q2 		$5.67M Sell
176,250
-15,316
-8% -$533K 3.31% 4
2022
Q1 		$7.22M Sell
191,566
-3,610
-2% -$140K 3.47% 8
2021
Q4 		$8.54M Sell
195,176
-4,274
-2% -$173K 3.73% 8
2021
Q3 		$7.3M Buy
199,450
+188,582
+1,735% +$6.92M 3.39% 6
2021
Q2 		$372K Buy
10,868
+1,196
+12% +$40.4K 0.16% 75
2021
Q1 		$319K Buy
9,672
+4,464
+86% +$145K 0.16% 75
2020
Q4 		$170K Buy
5,208
+2,232
+75% +$68.6K 0.09% 75
2020
Q3 		$81K Buy
2,976
+744
+33% +$19.6K 0.05% 74
2020
Q2 		$53K Buy
2,232
+120
+6% +$2.68K 0.03% 78
2020
Q1 		$38K Sell
2,112
-704
-25% -$16.8K 0.03% 75
2019
Q4 		$76K Buy
+2,816
New +$71.9K 0.05% 69

Other funds holding APH

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Guinness Atkinson Asset Management reduced its Amphenol (APH) stake by 4.3% in Q2 2026, selling an estimated $322K and leaving 49,982 shares worth $8.81M. The position accounts for 3.95% of the portfolio, ranked #6.

Guinness Atkinson Asset Management first reported a position in APH in Q4 2019 and has held it in 27 quarters since. The position peaked at $10M in Q2 2024. 999 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Guinness Atkinson Asset Management held 49,982 shares of Amphenol worth $8.81M as of Q2 2026.
  • Guinness Atkinson Asset Management sold 2,231 Amphenol shares in Q2 2026, an estimated $322K.
  • Amphenol made up 3.95% of Guinness Atkinson Asset Management's portfolio in Q2 2026, its #6 holding.
  • Guinness Atkinson Asset Management first reported a position in Amphenol in Q4 2019 and has held it in 27 quarters since.
  • Guinness Atkinson Asset Management's Amphenol position peaked at $10M in Q2 2024.
  • 999 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

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