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Leeward Financial Partners’s Amphenol APH Stock Holding History

Leeward Financial 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 		$2.15M Sell
12,196
-174
-1% -$25.1K 0.56% 49
2026
Q1 		$1.56M Buy
12,370
+870
+8% +$122K 0.46% 49
2025
Q4 		$1.55M Buy
+11,500
New +$1.54M 0.44% 48

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

Leeward Financial Partners's APH Position: Q2 2026 in Review

Leeward Financial Partners reduced its Amphenol (APH) stake by 1.4% in Q2 2026, selling an estimated $25.1K and leaving 12,196 shares worth $2.15M. The position accounts for 0.56% of the portfolio, ranked #49.

Leeward Financial Partners first reported a position in APH in Q4 2025 and has held it in 3 quarters since. 2,313 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Leeward Financial Partners held 12,196 shares of Amphenol worth $2.15M as of Q2 2026.
  • Leeward Financial Partners sold 174 Amphenol shares in Q2 2026, an estimated $25.1K.
  • Amphenol made up 0.56% of Leeward Financial Partners's portfolio in Q2 2026, its #49 holding.
  • Leeward Financial Partners first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
  • 2,313 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.