HWA
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Heritage Wealth Advisors’s Amphenol APH Stock Holding History

Heritage 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
2026
Q1 		$892K Sell
7,056
-34,708
-83% -$4.89M 0.03% 91
2025
Q4 		$5.64M Buy
41,764
+38,575
+1,210% +$5.16M 0.22% 40
2025
Q3 		$395K Sell
3,189
-172
-5% -$18.9K 0.02% 151
2025
Q2 		$332K Hold
3,361
– – 0.02% 165
2025
Q1 		$220K Hold
3,361
– – 0.01% 191
2024
Q4 		$233K Hold
3,361
– – 0.01% 186
2024
Q3 		$219K Sell
3,361
-15
-0.4% -$972 0.01% 206
2024
Q2 		$227K Hold
3,376
– – 0.01% 193
2024
Q1 		$195K Hold
3,376
– – 0.01% 212
2023
Q4 		$167K Hold
3,376
– – 0.01% 227
2023
Q3 		$142K Sell
3,376
-592
-15% -$25.5K 0.01% 223
2023
Q2 		$169K Sell
3,968
-10
-0.3% -$388 0.01% 218
2023
Q1 		$163K Sell
3,978
-254
-6% -$10K 0.01% 218
2022
Q4 		$161K Buy
4,232
+348
+9% +$13.2K 0.01% 229
2022
Q3 		$130K Hold
3,884
– – 0.01% 235
2022
Q2 		$125K Hold
3,884
– – 0.01% 241
2022
Q1 		$146K Hold
3,884
– – 0.01% 219
2021
Q4 		$170K Sell
3,884
-1,088
-22% -$44K 0.01% 215
2021
Q3 		$182K Hold
4,972
– – 0.01% 206
2021
Q2 		$170K Hold
4,972
– – 0.01% 214
2021
Q1 		$164K Hold
4,972
– – 0.01% 220
2020
Q4 		$163K Hold
4,972
– – 0.01% 211
2020
Q3 		$135K Hold
4,972
– – 0.02% 181
2020
Q2 		$119K Hold
4,972
– – 0.02% 185
2020
Q1 		$90.6K Sell
4,972
-704
-12% -$16.8K 0.02% 204
2019
Q4 		$154K Buy
5,676
+44
+0.8% +$1.12K 0.02% 190
2019
Q3 		$135K Hold
5,632
– – 0.02% 192
2019
Q2 		$135K Hold
5,632
– – 0.02% 176
2019
Q1 		$133K Hold
5,632
– – 0.02% 155
2018
Q4 		$114K Sell
5,632
-172
-3% -$3.69K 0.02% 155
2018
Q3 		$136K Buy
+5,804
New +$135K 0.03% 141

Other funds holding APH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Wealth Advisors's APH Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Amphenol (APH) stake by 83% in Q1 2026, selling an estimated $4.89M and leaving 7,056 shares worth $892K. The position accounts for 0.03% of the portfolio, ranked #91.

Heritage Wealth Advisors first reported a position in APH in Q3 2018 and has held it in 31 quarters since. The position peaked at $5.64M in Q4 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Heritage Wealth Advisors held 7,056 shares of Amphenol worth $892K as of Q1 2026.
  • Heritage Wealth Advisors sold 34,708 Amphenol shares in Q1 2026, an estimated $4.89M.
  • Amphenol made up 0.03% of Heritage Wealth Advisors's portfolio in Q1 2026, its #91 holding.
  • Heritage Wealth Advisors first reported a position in Amphenol in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Amphenol position peaked at $5.64M in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.