JWA
APH icon

JFS Wealth Advisors’s Amphenol APH Stock Holding History

JFS 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
Q2 		$88.9K Buy
504
+2
+0.4% +$288 ﹤0.01% 452
2026
Q1 		$63.5K Buy
502
+14
+3% +$1.97K ﹤0.01% 475
2025
Q4 		$66K Buy
488
+101
+26% +$13.5K ﹤0.01% 469
2025
Q3 		$47.9K Hold
387
– – ﹤0.01% 513
2025
Q2 		$38.2K Buy
387
+18
+5% +$1.47K ﹤0.01% 518
2025
Q1 		$24.2K Buy
369
+8
+2% +$546 ﹤0.01% 620
2024
Q4 		$25.1K Hold
361
– – ﹤0.01% 594
2024
Q3 		$23.5K Sell
361
-17
-4% -$1.1K ﹤0.01% 607
2024
Q2 		$25.5K Sell
378
-4
-1% -$252 ﹤0.01% 554
2024
Q1 		$22K Buy
382
+2
+0.5% +$105 ﹤0.01% 608
2023
Q4 		$18.8K Buy
380
+48
+14% +$2.12K ﹤0.01% 598
2023
Q3 		$13.9K Hold
332
– – ﹤0.01% 625
2023
Q2 		$14.1K Hold
332
– – ﹤0.01% 619
2023
Q1 		$13.6K Sell
332
-28
-8% -$1.11K ﹤0.01% 620
2022
Q4 		$13.7K Sell
360
-136
-27% -$5.15K ﹤0.01% 611
2022
Q3 		$17K Buy
496
+230
+86% +$8.35K ﹤0.01% 599
2022
Q2 		$9K Sell
266
-140
-34% -$4.87K ﹤0.01% 780
2022
Q1 		$15K Buy
406
+316
+351% +$12.2K ﹤0.01% 670
2021
Q4 		$4K Buy
+90
New +$3.64K ﹤0.01% 825
2018
Q2 		– Sell
-232
Closed -$5K – 462
2018
Q1 		$5K Hold
232
– – ﹤0.01% 416
2017
Q4 		$5K Buy
+232
New +$5.1K ﹤0.01% 421
2016
Q2 		– Sell
-48
Closed -$1K – 508
2016
Q1 		$1K Buy
+48
New +$623 ﹤0.01% 552

Other funds holding APH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return