JGUA
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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
Q1 		$209K Hold
1,654
– – 0.03% 171
2025
Q4 		$224K Buy
+1,654
New +$221K 0.03% 168
2025
Q3 		– Sell
-5,775
Closed -$570K – 175
2025
Q2 		$570K Sell
5,775
-9,092
-61% -$744K 0.08% 119
2025
Q1 		$975K Buy
+14,867
New +$1.01M 0.15% 106
2022
Q4 		– Sell
-6,012
Closed -$201K – 170
2022
Q3 		$201K Buy
+6,012
New +$218K 0.04% 153
2022
Q2 		– Sell
-6,012
Closed -$227K – 160
2022
Q1 		$227K Hold
6,012
– – 0.03% 156
2021
Q4 		$263K Hold
6,012
– – 0.04% 148
2021
Q3 		$220K Buy
+6,012
New +$221K 0.03% 151
2019
Q4 		– Sell
-10,400
Closed -$251K – 144
2019
Q3 		$251K Sell
10,400
-12,100
-54% -$279K 0.05% 124
2019
Q2 		$540K Buy
+22,500
New +$542K 0.1% 90
2018
Q3 		– Sell
-19,600
Closed -$427K – 131
2018
Q2 		$427K Buy
+19,600
New +$427K 0.08% 86

Other funds holding APH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return