Heritage Trust’s Amphenol APH Stock Holding History

Heritage Trust’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	$3.63M	Buy	41,124 +9,000	+28%	+$649K	0.31%	82
2026 Q1	$2.03M	Buy	32,124 +10,310	+47%	+$726K	0.2%	116
2025 Q4	$1.47M	Sell	21,814 -538	-2%	-$36K	0.15%	138
2025 Q3	$1.38M	Buy	22,352 +2,406	+12%	+$132K	0.15%	144
2025 Q2	$985K	Buy	+19,946	New	+$816K	0.11%	167
2024 Q2	$216K	Buy	+6,400	New	+$202K	0.03%	272
2019 Q1	–	Sell	-6,400	Closed	-$65K	–	192
2018 Q4	$65K	Hold	6,400	–	–	0.03%	191
2018 Q3	$75K	Hold	6,400	–	–	0.03%	186
2018 Q2	$70K	Hold	6,400	–	–	0.03%	181
2018 Q1	$69K	Hold	6,400	–	–	0.03%	174
2017 Q4	$70K	Hold	6,400	–	–	0.03%	168
2017 Q3	$68K	Hold	6,400	–	–	0.03%	171
2017 Q2	$59K	Hold	6,400	–	–	0.02%	172
2017 Q1	$57K	Buy	+6,400	New	+$55.4K	0.02%	177

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

Heritage Trust's APH Position: Q2 2026 in Review

Heritage Trust increased its Amphenol (APH) stake by 28% in Q2 2026, buying an estimated $649K and bringing the position to 41,124 shares worth $3.63M. The position accounts for 0.31% of the portfolio, ranked #82.

Heritage Trust first reported a position in APH in Q1 2017 and has held it in 14 quarters since. 2,334 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Heritage Trust held 41,124 shares of Amphenol worth $3.63M as of Q2 2026.
Heritage Trust bought 9,000 Amphenol shares in Q2 2026, an estimated $649K.
Amphenol made up 0.31% of Heritage Trust's portfolio in Q2 2026, its #82 holding.
Heritage Trust first reported a position in Amphenol in Q1 2017 and has held it in 14 quarters since.
2,334 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.