Madison Asset Management’s Amphenol APH Stock Holding History

Madison Asset 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	$207M	Sell	2,352,224 -149,788	-6%	-$10.8M	2.47%	3
2026 Q1	$158M	Sell	2,502,012 -179,670	-7%	-$12.6M	1.96%	5
2025 Q4	$181M	Sell	2,681,682 -2,203,722	-45%	-$147M	2.08%	5
2025 Q3	$302M	Sell	4,885,404 -71,234	-1%	-$3.91M	3.33%	2
2025 Q2	$245M	Sell	4,956,638 -136,056	-3%	-$5.56M	2.64%	3
2025 Q1	$167M	Buy	5,092,694 +549,890	+12%	+$18.8M	1.86%	9
2024 Q4	$158M	Buy	4,542,804 +391,118	+9%	+$13.7M	1.78%	9
2024 Q3	$135M	Buy	4,151,686 +250,074	+6%	+$8.11M	1.52%	10
2024 Q2	$131M	Buy	3,901,612 +337,392	+9%	+$10.6M	1.63%	11
2024 Q1	$103M	Buy	3,564,220 +345,204	+11%	+$9.04M	1.26%	20
2023 Q4	$79.8M	Buy	3,219,016 +103,204	+3%	+$2.28M	1.08%	28
2023 Q3	$65.4M	Buy	3,115,812 +105,448	+4%	+$2.27M	0.96%	34
2023 Q2	$63.9M	Sell	3,010,364 -8,624	-0.3%	-$167K	0.93%	34
2023 Q1	$61.7M	Sell	3,018,988 -26,268	-0.9%	-$519K	0.94%	35
2022 Q4	$58M	Buy	3,045,256 +7,000	+0.2%	+$132K	0.91%	33
2022 Q3	$50.9M	Buy	3,038,256 +19,804	+0.7%	+$360K	0.86%	39
2022 Q2	$48.6M	Sell	3,018,452 -68,980	-2%	-$1.2M	0.76%	45
2022 Q1	$58.2M	Sell	3,087,432 -35,228	-1%	-$682K	0.83%	43
2021 Q4	$68.3M	Sell	3,122,660 -36,804	-1%	-$745K	0.9%	38
2021 Q3	$57.8M	Sell	3,159,464 -8,048	-0.3%	-$148K	0.8%	47
2021 Q2	$54.2M	Sell	3,167,512 -28,372	-0.9%	-$479K	0.73%	49
2021 Q1	$52.7M	Sell	3,195,884 -39,276	-1%	-$638K	0.74%	48
2020 Q4	$52.9M	Sell	3,235,160 -12,616	-0.4%	-$194K	0.78%	47
2020 Q3	$44M	Sell	3,247,776 -58,528	-2%	-$771K	0.73%	55
2020 Q2	$39.6M	Sell	3,306,304 -11,640	-0.4%	-$130K	0.69%	57
2020 Q1	$30.2M	Sell	3,317,944 -48,312	-1%	-$576K	0.62%	60
2019 Q4	$45.5M	Buy	+3,366,256	New	+$43M	0.7%	51

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

Madison Asset Management's APH Position: Q2 2026 in Review

Madison Asset Management reduced its Amphenol (APH) stake by 6% in Q2 2026, selling an estimated $10.8M and leaving 2,352,224 shares worth $207M. The position accounts for 2.47% of the portfolio, ranked #3.

Madison Asset Management first reported a position in APH in Q4 2019 and has held it in 27 quarters since. The position peaked at $302M in Q3 2025. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Madison Asset Management held 2,352,224 shares of Amphenol worth $207M as of Q2 2026.
Madison Asset Management sold 149,788 Amphenol shares in Q2 2026, an estimated $10.8M.
Amphenol made up 2.47% of Madison Asset Management's portfolio in Q2 2026, its #3 holding.
Madison Asset Management first reported a position in Amphenol in Q4 2019 and has held it in 27 quarters since.
Madison Asset Management's Amphenol position peaked at $302M in Q3 2025.
2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.