Ithaka Group’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
$9.61M Sell
109,026
-7,480
-6% -$539K 1.75% 24
2026
Q1
$7.36M Buy
116,506
+2,580
+2% +$182K 1.53% 23
2025
Q4
$7.7M Buy
113,926
+1,712
+2% +$114K 1.37% 26
2025
Q3
$6.94M Buy
+112,214
New +$6.16M 1.19% 27

Other funds holding APH

Ithaka Group's APH Position: Q2 2026 in Review

Ithaka Group reduced its Amphenol (APH) stake by 6.4% in Q2 2026, selling an estimated $539K and leaving 109,026 shares worth $9.61M. The position accounts for 1.75% of the portfolio, ranked #24.

Ithaka Group first reported a position in APH in Q3 2025 and has held it in 4 quarters since. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Ithaka Group held 109,026 shares of Amphenol worth $9.61M as of Q2 2026.
  • Ithaka Group sold 7,480 Amphenol shares in Q2 2026, an estimated $539K.
  • Amphenol made up 1.75% of Ithaka Group's portfolio in Q2 2026, its #24 holding.
  • Ithaka Group first reported a position in Amphenol in Q3 2025 and has held it in 4 quarters since.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

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