Marshall & Sterling Wealth Advisors’s Amphenol APH Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025 Q4	–	Sell	-75	Closed	-$9.28K	–	360
2025 Q3	$9.28K	Hold	75	–	–	0.01%	363
2025 Q2	$7.41K	Sell	75 -31	-29%	-$2.54K	0.01%	396
2025 Q1	$6.95K	Buy	+106	New	+$7.23K	﹤0.01%	395

Other funds holding APH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's APH Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Amphenol (APH) in Q4 2025, closing a stake of 75 shares — an estimated $9.28K sold.

Marshall & Sterling Wealth Advisors first reported a position in APH in Q1 2025 and held it in 3 quarters. The position peaked at $9.28K in Q3 2025. 2,053 funds tracked by Wall St. Rank hold APH as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Amphenol position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 75 Amphenol shares in Q4 2025, an estimated $9.28K.
Marshall & Sterling Wealth Advisors first reported a position in Amphenol in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's Amphenol position peaked at $9.28K in Q3 2025.
2,053 funds tracked by Wall St. Rank held Amphenol as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.