HWA
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Heartwood Wealth Advisors’s Amphenol APH Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-109
Closed -$13.5K – 233
2025
Q3 		$13.5K Buy
+109
New +$12K ﹤0.01% 372

Other funds holding APH

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Heartwood Wealth Advisors's APH Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Amphenol (APH) in Q4 2025, closing a stake of 109 shares — an estimated $13.5K sold.

Heartwood Wealth Advisors first reported a position in APH in Q3 2025 and held it in 1 quarter. The position peaked at $13.5K in Q3 2025. 2,052 funds tracked by Wall St. Rank hold APH as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Amphenol position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 109 Amphenol shares in Q4 2025, an estimated $13.5K.
  • Heartwood Wealth Advisors first reported a position in Amphenol in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Amphenol position peaked at $13.5K in Q3 2025.
  • 2,052 funds tracked by Wall St. Rank held Amphenol as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.