HFR Wealth Management’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$22.6M Sell
127,977
-3,715
-3% -$536K 5.51% 1
2026
Q1
$16.6M Sell
131,692
-83,101
-39% -$11.7M 4.08% 5
2025
Q4
$29M Sell
214,793
-12,975
-6% -$1.74M 6.85% 1
2025
Q3
$28.2M Sell
227,768
-3,680
-2% -$404K 6.46% 1
2025
Q2
$22.9M Sell
231,448
-528
-0.2% -$43.2K 5.52% 1
2025
Q1
$15.2M Sell
231,976
-1,923
-0.8% -$131K 3.7% 7
2024
Q4
$16.2M Sell
233,899
-2,382
-1% -$167K 4.01% 6
2024
Q3
$15.4M Buy
236,281
+817
+0.3% +$53K 3.74% 7
2024
Q2
$15.9M Sell
235,464
-4,482
-2% -$283K 4.04% 5
2024
Q1
$13.8M Sell
239,946
-1,270
-0.5% -$66.5K 3.5% 7
2023
Q4
$12M Buy
241,216
+240
+0.1% +$10.6K 3.24% 9
2023
Q3
$10.1M Sell
240,976
-9,512
-4% -$409K 2.96% 11
2023
Q2
$10.6M Sell
250,488
-38
-0% -$1.48K 2.96% 11
2023
Q1
$10.2M Buy
250,526
+104
+0% +$4.11K 2.91% 14
2022
Q4
$9.53M Sell
250,422
-534
-0.2% -$20.2K 2.77% 16
2022
Q3
$8.4M Sell
250,956
-4,714
-2% -$171K 2.74% 17
2022
Q2
$8.23M Buy
255,670
+3,032
+1% +$105K 2.49% 24
2022
Q1
$9.52M Sell
252,638
-26,446
-9% -$1.02M 2.52% 21
2021
Q4
$12.2M Buy
279,084
+3,020
+1% +$122K 3.06% 11
2021
Q3
$10.1M Buy
276,064
+6,662
+2% +$245K 2.94% 11
2021
Q2
$9.21M Buy
+269,402
New +$9.09M 2.77% 16

Other funds holding APH

HFR Wealth Management's APH Position: Q2 2026 in Review

HFR Wealth Management reduced its Amphenol (APH) stake by 2.8% in Q2 2026, selling an estimated $536K and leaving 127,977 shares worth $22.6M. The position accounts for 5.51% of the portfolio, ranked #1.

HFR Wealth Management first reported a position in APH in Q2 2021 and has held it in 21 quarters since. The position peaked at $29M in Q4 2025. 2,313 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • HFR Wealth Management held 127,977 shares of Amphenol worth $22.6M as of Q2 2026.
  • HFR Wealth Management sold 3,715 Amphenol shares in Q2 2026, an estimated $536K.
  • Amphenol made up 5.51% of HFR Wealth Management's portfolio in Q2 2026, its #1 holding.
  • HFR Wealth Management first reported a position in Amphenol in Q2 2021 and has held it in 21 quarters since.
  • HFR Wealth Management's Amphenol position peaked at $29M in Q4 2025.
  • 2,313 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.