John G. Ullman & Associates’s Amphenol APH Stock Holding History

John G. Ullman & Associates’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	–	Sell	-3,308	Closed	-$209K	–	184
2026 Q1	$209K	Hold	3,308	–	–	0.03%	171
2025 Q4	$224K	Buy	+3,308	New	+$221K	0.03%	168
2025 Q3	–	Sell	-11,550	Closed	-$570K	–	175
2025 Q2	$570K	Sell	11,550 -18,184	-61%	-$744K	0.08%	119
2025 Q1	$975K	Buy	+29,734	New	+$1.01M	0.15%	106
2022 Q4	–	Sell	-12,024	Closed	-$201K	–	170
2022 Q3	$201K	Buy	+12,024	New	+$218K	0.04%	153
2022 Q2	–	Sell	-12,024	Closed	-$227K	–	160
2022 Q1	$227K	Hold	12,024	–	–	0.03%	156
2021 Q4	$263K	Hold	12,024	–	–	0.04%	148
2021 Q3	$220K	Buy	+12,024	New	+$221K	0.03%	151
2019 Q4	–	Sell	-20,800	Closed	-$251K	–	144
2019 Q3	$251K	Sell	20,800 -24,200	-54%	-$279K	0.05%	124
2019 Q2	$540K	Buy	+45,000	New	+$541K	0.1%	90
2018 Q3	–	Sell	-39,200	Closed	-$427K	–	131
2018 Q2	$427K	Buy	+39,200	New	+$427K	0.08%	86

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

John G. Ullman & Associates's APH Position: Q2 2026 in Review

John G. Ullman & Associates sold out of Amphenol (APH) in Q2 2026, closing a stake of 3,308 shares — an estimated $209K sold.

John G. Ullman & Associates first reported a position in APH in Q2 2018 and held it in 11 quarters. The position peaked at $975K in Q1 2025. 2,335 funds tracked by Wall St. Rank hold APH as of Q2 2026.

John G. Ullman & Associates reported no remaining Amphenol position as of Q2 2026 after selling out during the quarter.
John G. Ullman & Associates sold 3,308 Amphenol shares in Q2 2026, an estimated $209K.
John G. Ullman & Associates first reported a position in Amphenol in Q2 2018 and held it in 11 quarters.
John G. Ullman & Associates's Amphenol position peaked at $975K in Q1 2025.
2,335 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.