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
255,954
-7,430
-3% -$536K 5.51% 1
2026
Q1
$16.6M Sell
263,384
-166,202
-39% -$11.7M 4.08% 5
2025
Q4
$29M Sell
429,586
-25,950
-6% -$1.74M 6.85% 1
2025
Q3
$28.2M Sell
455,536
-7,360
-2% -$404K 6.46% 1
2025
Q2
$22.9M Sell
462,896
-1,056
-0.2% -$43.2K 5.52% 1
2025
Q1
$15.2M Sell
463,952
-3,846
-0.8% -$131K 3.7% 7
2024
Q4
$16.2M Sell
467,798
-4,764
-1% -$167K 4.01% 6
2024
Q3
$15.4M Buy
472,562
+1,634
+0.3% +$53K 3.74% 7
2024
Q2
$15.9M Sell
470,928
-8,964
-2% -$283K 4.04% 5
2024
Q1
$13.8M Sell
479,892
-2,540
-0.5% -$66.5K 3.5% 7
2023
Q4
$12M Buy
482,432
+480
+0.1% +$10.6K 3.24% 9
2023
Q3
$10.1M Sell
481,952
-19,024
-4% -$409K 2.96% 11
2023
Q2
$10.6M Sell
500,976
-76
-0% -$1.48K 2.96% 11
2023
Q1
$10.2M Buy
501,052
+208
+0% +$4.11K 2.91% 14
2022
Q4
$9.53M Sell
500,844
-1,068
-0.2% -$20.2K 2.77% 16
2022
Q3
$8.4M Sell
501,912
-9,428
-2% -$171K 2.74% 17
2022
Q2
$8.23M Buy
511,340
+6,064
+1% +$105K 2.49% 24
2022
Q1
$9.52M Sell
505,276
-52,892
-9% -$1.02M 2.52% 21
2021
Q4
$12.2M Buy
558,168
+6,040
+1% +$122K 3.06% 11
2021
Q3
$10.1M Buy
552,128
+13,324
+2% +$245K 2.94% 11
2021
Q2
$9.21M Buy
+538,804
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 255,954 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. 2,339 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • HFR Wealth Management held 255,954 shares of Amphenol worth $22.6M as of Q2 2026.
  • HFR Wealth Management sold 7,430 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.
  • 2,339 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.