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Mar Vista Investment Partners’s Amphenol APH Stock Holding History

Mar Vista Investment 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 		$45.7M Sell
518,084
-62,838
-11% -$4.53M 4.55% 6
2026
Q1 		$36.7M Sell
580,922
-12,526
-2% -$882K 3.67% 13
2025
Q4 		$40.1M Sell
593,448
-219,972
-27% -$14.7M 3.68% 11
2025
Q3 		$50.3M Sell
813,420
-32,970
-4% -$1.81M 4.37% 7
2025
Q2 		$41.8M Buy
846,390
+47,126
+6% +$1.93M 3.2% 12
2025
Q1 		$26.2M Sell
799,264
-361,622
-31% -$12.3M 2.15% 27
2024
Q4 		$40.3M Buy
1,160,886
+214,298
+23% +$7.5M 2.76% 17
2024
Q3 		$30.8M Sell
946,588
-1,001,132
-51% -$32.5M 1.97% 27
2024
Q2 		$65.6M Sell
1,947,720
-373,952
-16% -$11.8M 3.23% 12
2024
Q1 		$67M Sell
2,321,672
-110,288
-5% -$2.89M 2.92% 16
2023
Q4 		$60.3M Sell
2,431,960
-157,912
-6% -$3.49M 2.75% 19
2023
Q3 		$54.4M Sell
2,589,872
-146,436
-5% -$3.15M 2.6% 21
2023
Q2 		$58.1M Sell
2,736,308
-138,008
-5% -$2.68M 2.43% 20
2023
Q1 		$58.7M Sell
2,874,316
-44,488
-2% -$878K 2.61% 20
2022
Q4 		$55.6M Sell
2,918,804
-177,772
-6% -$3.36M 2.49% 21
2022
Q3 		$51.8M Buy
3,096,576
+8,440
+0.3% +$153K 2.32% 22
2022
Q2 		$49.7M Sell
3,088,136
-375,752
-11% -$6.53M 2.05% 27
2022
Q1 		$65.3M Buy
3,463,888
+297,720
+9% +$5.76M 2.05% 25
2021
Q4 		$69.2M Sell
3,166,168
-55,964
-2% -$1.13M 1.87% 27
2021
Q3 		$59M Sell
3,222,132
-181,540
-5% -$3.33M 1.52% 29
2021
Q2 		$58.2M Sell
3,403,672
-572,884
-14% -$9.67M 1.44% 29
2021
Q1 		$65.6M Buy
3,976,556
+201,956
+5% +$3.28M 1.52% 29
2020
Q4 		$61.7M Sell
3,774,600
-302,720
-7% -$4.65M 1.53% 29
2020
Q3 		$55.2M Sell
4,077,320
-194,792
-5% -$2.57M 1.45% 29
2020
Q2 		$51.2M Buy
+4,272,112
New +$47.7M 1.4% 31

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

Mar Vista Investment Partners's APH Position: Q2 2026 in Review

Mar Vista Investment Partners reduced its Amphenol (APH) stake by 11% in Q2 2026, selling an estimated $4.53M and leaving 518,084 shares worth $45.7M. The position accounts for 4.55% of the portfolio, ranked #6.

Mar Vista Investment Partners first reported a position in APH in Q2 2020 and has held it in 25 quarters since. The position peaked at $69.2M in Q4 2021. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Mar Vista Investment Partners held 518,084 shares of Amphenol worth $45.7M as of Q2 2026.
  • Mar Vista Investment Partners sold 62,838 Amphenol shares in Q2 2026, an estimated $4.53M.
  • Amphenol made up 4.55% of Mar Vista Investment Partners's portfolio in Q2 2026, its #6 holding.
  • Mar Vista Investment Partners first reported a position in Amphenol in Q2 2020 and has held it in 25 quarters since.
  • Mar Vista Investment Partners's Amphenol position peaked at $69.2M in Q4 2021.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Mar Vista Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.