HFO
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Heritage Family Offices’s Amphenol APH Stock Holding History

Heritage Family Offices’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 		$1.93M Sell
21,856
-10,102
-32% -$728K 0.74% 30
2026
Q1 		$2.02M Sell
31,958
-9,248
-22% -$651K 0.9% 26
2025
Q4 		$2.78M Sell
41,206
-8,068
-16% -$540K 1.27% 14
2025
Q3 		$3.05M Buy
49,274
+15,812
+47% +$868K 1.42% 11
2025
Q2 		$1.11M Hold
33,462
– – 0.56% 40
2025
Q1 		$1.1M Buy
+33,462
New +$1.14M 0.56% 41

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

Heritage Family Offices's APH Position: Q2 2026 in Review

Heritage Family Offices reduced its Amphenol (APH) stake by 32% in Q2 2026, selling an estimated $728K and leaving 21,856 shares worth $1.93M. The position accounts for 0.74% of the portfolio, ranked #30.

Heritage Family Offices first reported a position in APH in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.05M in Q3 2025. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Heritage Family Offices held 21,856 shares of Amphenol worth $1.93M as of Q2 2026.
  • Heritage Family Offices sold 10,102 Amphenol shares in Q2 2026, an estimated $728K.
  • Amphenol made up 0.74% of Heritage Family Offices's portfolio in Q2 2026, its #30 holding.
  • Heritage Family Offices first reported a position in Amphenol in Q1 2025 and has held it in 6 quarters since.
  • Heritage Family Offices's Amphenol position peaked at $3.05M in Q3 2025.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.