Impax Asset Management Group
APH icon

Impax Asset Management Group’s Amphenol APH Stock Holding History

Impax Asset Management Group’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 		$211M Buy
1,195,285
+850,769
+247% +$123M 1.37% 19
2026
Q1 		$43.5M Sell
344,516
-638,284
-65% -$89.8M 0.3% 75
2025
Q4 		$133M Sell
982,800
-133,315
-12% -$17.8M 0.83% 36
2025
Q3 		$138M Sell
1,116,115
-343,020
-24% -$37.6M 0.81% 43
2025
Q2 		$144M Sell
1,459,135
-492,130
-25% -$40.2M 0.83% 41
2025
Q1 		$128M Buy
+1,951,265
New +$133M 0.77% 48

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group's APH Position: Q2 2026 in Review

Impax Asset Management Group increased its Amphenol (APH) stake by 247% in Q2 2026, buying an estimated $123M and bringing the position to 1,195,285 shares worth $211M. The position accounts for 1.37% of the portfolio, ranked #19.

Impax Asset Management Group first reported a position in APH in Q1 2025 and has held it in 6 quarters since. 1,937 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Impax Asset Management Group held 1,195,285 shares of Amphenol worth $211M as of Q2 2026.
  • Impax Asset Management Group bought 850,769 Amphenol shares in Q2 2026, an estimated $123M.
  • Amphenol made up 1.37% of Impax Asset Management Group's portfolio in Q2 2026, its #19 holding.
  • Impax Asset Management Group first reported a position in Amphenol in Q1 2025 and has held it in 6 quarters since.
  • 1,937 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Impax Asset Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.