Integrated Wealth Concepts’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
$24.3M Buy
275,326
+59,856
+28% +$4.31M 0.12% 165
2026
Q1
$13.6M Buy
215,470
+93,864
+77% +$6.61M 0.11% 194
2025
Q4
$8.22M Buy
121,606
+72,840
+149% +$4.87M 0.1% 186
2025
Q3
$3.02M Buy
48,766
+494
+1% +$27.1K 0.03% 530
2025
Q2
$2.38M Buy
48,272
+19,320
+67% +$790K 0.02% 561
2025
Q1
$949K Buy
28,952
+3,386
+13% +$116K 0.01% 852
2024
Q4
$888K Buy
25,566
+4,882
+24% +$171K 0.01% 872
2024
Q3
$674K Buy
20,684
+1,622
+9% +$52.6K 0.01% 960
2024
Q2
$642K Buy
19,062
+890
+5% +$28.1K 0.01% 945
2024
Q1
$524K Buy
18,172
+1,548
+9% +$40.6K 0.01% 1036
2023
Q4
$412K Sell
16,624
-3,400
-17% -$75.1K 0.01% 1088
2023
Q3
$420K Buy
20,024
+580
+3% +$12.5K 0.01% 1052
2023
Q2
$413K Sell
19,444
-280
-1% -$5.44K 0.01% 1079
2023
Q1
$403K Buy
19,724
+2,668
+16% +$52.7K 0.01% 929
2022
Q4
$325K Sell
17,056
-428
-2% -$8.1K 0.01% 791
2022
Q3
$293K Buy
17,484
+740
+4% +$13.4K 0.01% 742
2022
Q2
$269K Sell
16,744
-1,220
-7% -$21.2K 0.01% 792
2022
Q1
$338K Sell
17,964
-29,676
-62% -$575K 0.01% 704
2021
Q4
$1.04M Buy
47,640
+220
+0.5% +$4.45K 0.03% 406
2021
Q3
$868K Buy
47,420
+1,848
+4% +$33.9K 0.03% 435
2021
Q2
$779K Buy
45,572
+1,464
+3% +$24.7K 0.03% 421
2021
Q1
$727K Buy
44,108
+2,484
+6% +$40.3K 0.03% 371
2020
Q4
$680K Buy
41,624
+7,000
+20% +$108K 0.03% 334
2020
Q3
$469K Buy
34,624
+4,696
+16% +$61.9K 0.03% 355
2020
Q2
$358K Buy
29,928
+3,088
+12% +$34.5K 0.03% 358
2020
Q1
$245K Sell
26,840
-504
-2% -$6.01K 0.02% 350
2019
Q4
$370K Buy
27,344
+1,040
+4% +$13.3K 0.03% 317
2019
Q3
$317K Buy
26,304
+3,424
+15% +$39.5K 0.04% 301
2019
Q2
$273K Buy
22,880
+1,680
+8% +$20.2K 0.04% 297
2019
Q1
$250K Buy
+21,200
New +$237K 0.04% 277
2018
Q4
Sell
-19,768
Closed -$233K 268
2018
Q3
$233K Buy
+19,768
New +$230K 0.07% 217

Other funds holding APH

Integrated Wealth Concepts's APH Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Amphenol (APH) stake by 28% in Q2 2026, buying an estimated $4.31M and bringing the position to 275,326 shares worth $24.3M. The position accounts for 0.12% of the portfolio, ranked #165.

Integrated Wealth Concepts first reported a position in APH in Q3 2018 and has held it in 31 quarters since. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Integrated Wealth Concepts held 275,326 shares of Amphenol worth $24.3M as of Q2 2026.
  • Integrated Wealth Concepts bought 59,856 Amphenol shares in Q2 2026, an estimated $4.31M.
  • Amphenol made up 0.12% of Integrated Wealth Concepts's portfolio in Q2 2026, its #165 holding.
  • Integrated Wealth Concepts first reported a position in Amphenol in Q3 2018 and has held it in 31 quarters since.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.