Hudson Valley Investment Advisors’s Amphenol APH Stock Holding History

Hudson Valley Investment 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 Q2	$5.68M	Sell	32,236 -3,033	-9%	-$437K	0.69%	39
2026 Q1	$4.46M	Sell	35,269 -6,836	-16%	-$962K	0.58%	51
2025 Q4	$5.69M	Sell	42,105 -9,649	-19%	-$1.29M	0.63%	45
2025 Q3	$6.4M	Sell	51,754 -4,327	-8%	-$475K	0.67%	47
2025 Q2	$5.54M	Sell	56,081 -3,826	-6%	-$313K	0.61%	53
2025 Q1	$3.93M	Buy	+59,907	New	+$4.09M	0.47%	60

Other funds holding APH

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Hudson Valley Investment Advisors's APH Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Amphenol (APH) stake by 8.6% in Q2 2026, selling an estimated $437K and leaving 32,236 shares worth $5.68M. The position accounts for 0.69% of the portfolio, ranked #39.

Hudson Valley Investment Advisors first reported a position in APH in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.4M in Q3 2025. 999 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Hudson Valley Investment Advisors held 32,236 shares of Amphenol worth $5.68M as of Q2 2026.
Hudson Valley Investment Advisors sold 3,033 Amphenol shares in Q2 2026, an estimated $437K.
Amphenol made up 0.69% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #39 holding.
Hudson Valley Investment Advisors first reported a position in Amphenol in Q1 2025 and has held it in 6 quarters since.
Hudson Valley Investment Advisors's Amphenol position peaked at $6.4M in Q3 2025.
999 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.