HA
APH icon

Herold Advisors’s Amphenol APH Stock Holding History

Herold 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 		$6.37M Sell
75,543
-6,011
-7% -$484K 1.24% 17
2026
Q2 		$7.19M Sell
81,554
-22
-0% -$1.59K 1.42% 17
2026
Q1 		$5.15M Buy
81,576
+5,376
+7% +$378K 1.13% 18
2025
Q4 		$5.15M Sell
76,200
-152
-0.2% -$10.2K 1.15% 18
2025
Q3 		$4.72M Buy
76,352
+12,400
+19% +$680K 1.09% 22
2025
Q2 		$3.16M Sell
63,952
-14,976
-19% -$612K 0.66% 37
2025
Q1 		$2.59M Buy
78,928
+968
+1% +$33K 0.57% 48
2024
Q4 		$2.71M Hold
77,960
– – 0.59% 48
2024
Q3 		$2.54M Hold
77,960
– – 0.55% 50
2024
Q2 		$2.63M Hold
77,960
– – 0.61% 46
2024
Q1 		$2.25M Sell
77,960
-33,656
-30% -$882K 0.54% 53
2023
Q4 		$2.77M Hold
111,616
– – 0.77% 39
2023
Q3 		$2.34M Buy
111,616
+3,684
+3% +$79.2K 0.71% 36
2023
Q2 		$2.29M Buy
107,932
+4,748
+5% +$92.2K 0.7% 36
2023
Q1 		$2.11M Buy
103,184
+288
+0.3% +$5.69K 0.73% 33
2022
Q4 		$1.96M Sell
102,896
-400
-0.4% -$7.57K 0.83% 36
2022
Q3 		$1.73M Hold
103,296
– – 0.83% 38
2022
Q2 		$1.66M Buy
103,296
+2,776
+3% +$48.3K 0.74% 42
2022
Q1 		$1.89M Buy
100,520
+9,960
+11% +$193K 0.67% 44
2021
Q4 		$1.98M Hold
90,560
– – 0.77% 41
2021
Q3 		$1.66M Buy
+90,560
New +$1.66M 0.64% 45

Other funds holding APH

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Herold Advisors's APH Position: Q3 2026 in Review

Herold Advisors reduced its Amphenol (APH) stake by 7.4% in Q3 2026, selling an estimated $484K and leaving 75,543 shares worth $6.37M. The position accounts for 1.24% of the portfolio, ranked #17.

Herold Advisors first reported a position in APH in Q3 2021 and has held it in 21 quarters since. The position peaked at $7.19M in Q2 2026. 369 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Herold Advisors held 75,543 shares of Amphenol worth $6.37M as of Q3 2026.
  • Herold Advisors sold 6,011 Amphenol shares in Q3 2026, an estimated $484K.
  • Amphenol made up 1.24% of Herold Advisors's portfolio in Q3 2026, its #17 holding.
  • Herold Advisors first reported a position in Amphenol in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Amphenol position peaked at $7.19M in Q2 2026.
  • 369 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.