John Overdeck’s Amphenol APH Stock Holding History

John Overdeck’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	$7.11M	Buy	40,300 +31,300	+348%	+$4.51M	0.01%	1817
2026 Q1	$1.14M	Buy	+9,000	New	+$1.27M	﹤0.01%	3166
2022 Q1	–	Sell	-5,400	Closed	-$236K	–	2668
2021 Q4	$236K	Sell	5,400 -2,600	-33%	-$105K	﹤0.01%	3812
2021 Q3	$293K	Sell	8,000 -2,600	-25%	-$95.5K	﹤0.01%	3685
2021 Q2	$363K	Buy	10,600 +600	+6%	+$20.3K	﹤0.01%	3351
2021 Q1	$330K	Buy	+10,000	New	+$325K	﹤0.01%	3256
2020 Q1	–	Sell	-17,600	Closed	-$476K	–	3057
2019 Q4	$476K	Buy	+17,600	New	+$449K	﹤0.01%	2839
2019 Q2	–	Sell	-19,600	Closed	-$463K	–	3297
2019 Q1	$463K	Buy	+19,600	New	+$438K	﹤0.01%	2310
2018 Q3	–	Sell	-33,200	Closed	-$723K	–	3150
2018 Q2	$723K	Buy	+33,200	New	+$723K	﹤0.01%	2386

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 Overdeck's APH Position: Q2 2026 in Review

John Overdeck reduced its Amphenol (APH) stake by 73% in Q2 2026, selling an estimated $30.8M and leaving 77,108 shares worth $13.6M. The position accounts for 0.01% of the portfolio, ranked #1294.

John Overdeck first reported a position in APH in Q2 2013 and has held it in 27 quarters since. The position peaked at $187M in Q2 2025. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

John Overdeck held 77,108 shares of Amphenol worth $13.6M as of Q2 2026.
John Overdeck sold 213,501 Amphenol shares in Q2 2026, an estimated $30.8M.
Amphenol made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1294 holding.
John Overdeck first reported a position in Amphenol in Q2 2013 and has held it in 27 quarters since.
John Overdeck's Amphenol position peaked at $187M in Q2 2025.
2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.