Kovitz Investment Group Partners’s Amphenol APH Stock Holding History

Kovitz Investment Group Partners’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	$27.7M	Sell	313,758 -9,006	-3%	-$649K	0.61%	39
2026 Q1	$20.4M	Buy	322,764 +33,108	+11%	+$2.33M	0.47%	54
2025 Q4	$19.6M	Sell	289,656 -100,912	-26%	-$6.75M	0.43%	56
2025 Q3	$24.2M	Buy	390,568 +6,460	+2%	+$354K	0.09%	193
2025 Q2	$19M	Sell	384,108 -771,500	-67%	-$31.5M	0.08%	205
2025 Q1	$37.9M	Sell	1,155,608 -5,326	-0.5%	-$182K	0.19%	109
2024 Q4	$40.4M	Buy	1,160,934 +188,646	+19%	+$6.6M	0.2%	105
2024 Q3	$30.7M	Buy	972,288 +267,716	+38%	+$8.68M	0.22%	88
2024 Q2	$23.8M	Buy	704,572 +638,204	+962%	+$20.1M	0.2%	84
2024 Q1	$1.91M	Buy	+66,368	New	+$1.74M	0.02%	303

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's APH Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Amphenol (APH) stake by 2.8% in Q2 2026, selling an estimated $649K and leaving 313,758 shares worth $27.7M. The position accounts for 0.61% of the portfolio, ranked #39.

Kovitz Investment Group Partners first reported a position in APH in Q1 2024 and has held it in 10 quarters since. The position peaked at $40.4M in Q4 2024. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Kovitz Investment Group Partners held 313,758 shares of Amphenol worth $27.7M as of Q2 2026.
Kovitz Investment Group Partners sold 9,006 Amphenol shares in Q2 2026, an estimated $649K.
Amphenol made up 0.61% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #39 holding.
Kovitz Investment Group Partners first reported a position in Amphenol in Q1 2024 and has held it in 10 quarters since.
Kovitz Investment Group Partners's Amphenol position peaked at $40.4M in Q4 2024.
2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.