KP Management’s Amphenol APH Stock Holding History

KP Management’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	$14.1M	Buy	160,000 +15,000	+10%	+$1.08M	2.65%	8
2026 Q1	$9.16M	Buy	145,000 +20,000	+16%	+$1.41M	2.24%	12
2025 Q4	$8.45M	Hold	125,000	–	–	2.33%	10
2025 Q3	$7.73M	Buy	125,000 +70,000	+127%	+$3.84M	2.45%	11
2025 Q2	$2.72M	Sell	55,000 -35,000	-39%	-$1.43M	1%	41
2025 Q1	$2.95M	Hold	90,000	–	–	1.02%	42
2024 Q4	$3.13M	Hold	90,000	–	–	0.98%	40
2024 Q3	$2.93M	Buy	90,000 +10,000	+13%	+$324K	0.95%	47
2024 Q2	$2.69M	Hold	80,000	–	–	0.94%	45
2024 Q1	$2.31M	Hold	80,000	–	–	0.89%	48
2023 Q4	$1.98M	Buy	+80,000	New	+$1.77M	0.85%	53

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

KP Management's APH Position: Q2 2026 in Review

KP Management increased its Amphenol (APH) stake by 10% in Q2 2026, buying an estimated $1.08M and bringing the position to 160,000 shares worth $14.1M. The position accounts for 2.65% of the portfolio, ranked #8.

KP Management first reported a position in APH in Q4 2023 and has held it in 11 quarters since. 2,335 funds tracked by Wall St. Rank hold APH as of Q2 2026.

KP Management held 160,000 shares of Amphenol worth $14.1M as of Q2 2026.
KP Management bought 15,000 Amphenol shares in Q2 2026, an estimated $1.08M.
Amphenol made up 2.65% of KP Management's portfolio in Q2 2026, its #8 holding.
KP Management first reported a position in Amphenol in Q4 2023 and has held it in 11 quarters since.
2,335 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on KP Management's 13F filing for Q2 2026, filed 14 Aug 2026.