Heritage Wealth Advisors
APH icon

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
Q3 		$1.09M Buy
12,874
+18
+0.1% +$1.45K 0.04% 81
2026
Q2 		$1.13M Sell
12,856
-1,256
-9% -$90.5K 0.04% 88
2026
Q1 		$892K Sell
14,112
-69,416
-83% -$4.89M 0.03% 91
2025
Q4 		$5.64M Buy
83,528
+77,150
+1,210% +$5.16M 0.22% 40
2025
Q3 		$395K Sell
6,378
-344
-5% -$18.9K 0.02% 151
2025
Q2 		$332K Hold
6,722
– – 0.02% 165
2025
Q1 		$220K Hold
6,722
– – 0.01% 191
2024
Q4 		$233K Hold
6,722
– – 0.01% 186
2024
Q3 		$219K Sell
6,722
-30
-0.4% -$972 0.01% 206
2024
Q2 		$227K Hold
6,752
– – 0.01% 193
2024
Q1 		$195K Hold
6,752
– – 0.01% 212
2023
Q4 		$167K Hold
6,752
– – 0.01% 227
2023
Q3 		$142K Sell
6,752
-1,184
-15% -$25.5K 0.01% 223
2023
Q2 		$169K Sell
7,936
-20
-0.3% -$388 0.01% 218
2023
Q1 		$163K Sell
7,956
-508
-6% -$10K 0.01% 218
2022
Q4 		$161K Buy
8,464
+696
+9% +$13.2K 0.01% 229
2022
Q3 		$130K Hold
7,768
– – 0.01% 235
2022
Q2 		$125K Hold
7,768
– – 0.01% 241
2022
Q1 		$146K Hold
7,768
– – 0.01% 219
2021
Q4 		$170K Sell
7,768
-2,176
-22% -$44.1K 0.01% 215
2021
Q3 		$182K Hold
9,944
– – 0.01% 206
2021
Q2 		$170K Hold
9,944
– – 0.01% 214
2021
Q1 		$164K Hold
9,944
– – 0.01% 220
2020
Q4 		$163K Hold
9,944
– – 0.01% 211
2020
Q3 		$135K Hold
9,944
– – 0.02% 181
2020
Q2 		$119K Hold
9,944
– – 0.02% 185
2020
Q1 		$90.6K Sell
9,944
-1,408
-12% -$16.8K 0.02% 204
2019
Q4 		$154K Buy
11,352
+88
+0.8% +$1.12K 0.02% 190
2019
Q3 		$135K Hold
11,264
– – 0.02% 192
2019
Q2 		$135K Hold
11,264
– – 0.02% 176
2019
Q1 		$133K Hold
11,264
– – 0.02% 155
2018
Q4 		$114K Sell
11,264
-344
-3% -$3.69K 0.02% 155
2018
Q3 		$136K Buy
+11,608
New +$135K 0.03% 141

Other funds holding APH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Heritage Wealth Advisors's APH Position: Q3 2026 in Review

Heritage Wealth Advisors increased its Amphenol (APH) stake by 0.14% in Q3 2026, buying an estimated $1.45K and bringing the position to 12,874 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #81.

Heritage Wealth Advisors first reported a position in APH in Q3 2018 and has held it in 33 quarters since. The position peaked at $5.64M in Q4 2025. 1,409 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Heritage Wealth Advisors held 12,874 shares of Amphenol worth $1.09M as of Q3 2026.
  • Heritage Wealth Advisors bought 18 Amphenol shares in Q3 2026, an estimated $1.45K.
  • Amphenol made up 0.04% of Heritage Wealth Advisors's portfolio in Q3 2026, its #81 holding.
  • Heritage Wealth Advisors first reported a position in Amphenol in Q3 2018 and has held it in 33 quarters since.
  • Heritage Wealth Advisors's Amphenol position peaked at $5.64M in Q4 2025.
  • 1,409 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.