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Kepler Cheuvreux’s Amphenol APH Stock Holding History

Kepler Cheuvreux’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 		$7.1M Sell
40,280
-36,704
-48% -$5.29M 0.41% 63
2026
Q1 		$9.73M Sell
76,984
-26,514
-26% -$3.73M 0.65% 52
2025
Q4 		$14M Sell
103,498
-247,887
-71% -$33.2M 0.79% 43
2025
Q3 		$43.5M Buy
+351,385
New +$38.6M 2.34% 7

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kepler Cheuvreux's APH Position: Q2 2026 in Review

Kepler Cheuvreux reduced its Amphenol (APH) stake by 48% in Q2 2026, selling an estimated $5.29M and leaving 40,280 shares worth $7.1M. The position accounts for 0.41% of the portfolio, ranked #63.

Kepler Cheuvreux first reported a position in APH in Q3 2025 and has held it in 4 quarters since. The position peaked at $43.5M in Q3 2025. 2,323 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Kepler Cheuvreux held 40,280 shares of Amphenol worth $7.1M as of Q2 2026.
  • Kepler Cheuvreux sold 36,704 Amphenol shares in Q2 2026, an estimated $5.29M.
  • Amphenol made up 0.41% of Kepler Cheuvreux's portfolio in Q2 2026, its #63 holding.
  • Kepler Cheuvreux first reported a position in Amphenol in Q3 2025 and has held it in 4 quarters since.
  • Kepler Cheuvreux's Amphenol position peaked at $43.5M in Q3 2025.
  • 2,323 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Kepler Cheuvreux's 13F filing for Q2 2026, filed 15 Jul 2026.