IBEX Wealth Advisors’s Amphenol APH Stock Holding History

IBEX 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	$11.4M	Buy	134,790 +6,666	+5%	+$537K	0.88%	32
2026 Q2	$11.3M	Buy	128,124 +5,296	+4%	+$382K	0.89%	36
2026 Q1	$7.76M	Buy	+122,828	New	+$8.64M	0.72%	45
2025 Q4	–	Sell	-3,740	Closed	-$231K	–	129
2025 Q3	$231K	Buy	+3,740	New	+$205K	0.02%	192
2025 Q1	–	Sell	-9,710	Closed	-$337K	–	130
2024 Q4	$337K	Buy	+9,710	New	+$340K	0.04%	164
2024 Q3	–	Sell	-8,760	Closed	-$295K	–	85
2024 Q2	$295K	Buy	+8,760	New	+$276K	0.05%	108
2022 Q1	–	Sell	-11,948	Closed	-$261K	–	175
2021 Q4	$261K	Hold	11,948	–	–	0.05%	157
2021 Q3	$219K	Hold	11,948	–	–	0.04%	167
2021 Q2	$204K	Buy	+11,948	New	+$202K	0.04%	170
2019 Q3	–	Sell	-3,888	Closed	-$46K	–	107
2019 Q2	$46K	Buy	+3,888	New	+$46.8K	0.01%	232

Other funds holding APH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

IBEX Wealth Advisors increased its Amphenol (APH) stake by 5.2% in Q3 2026, buying an estimated $537K and bringing the position to 134,790 shares worth $11.4M. The position accounts for 0.88% of the portfolio, ranked #32.

IBEX Wealth Advisors first reported a position in APH in Q2 2019 and has held it in 10 quarters since. 1,337 funds tracked by Wall St. Rank hold APH as of Q3 2026.

IBEX Wealth Advisors held 134,790 shares of Amphenol worth $11.4M as of Q3 2026.
IBEX Wealth Advisors bought 6,666 Amphenol shares in Q3 2026, an estimated $537K.
Amphenol made up 0.88% of IBEX Wealth Advisors's portfolio in Q3 2026, its #32 holding.
IBEX Wealth Advisors first reported a position in Amphenol in Q2 2019 and has held it in 10 quarters since.
1,337 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.