McCarter Private Wealth Services
APH icon

McCarter Private Wealth Services’s Amphenol APH Stock Holding History

McCarter Private Wealth Services’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
Q3 		$1.01M Buy
11,970
+1,302
+12% +$105K 0.34% 73
2026
Q2 		$940K Buy
10,668
+1,030
+11% +$74.2K 0.32% 79
2026
Q1 		$609K Buy
9,638
+2,810
+41% +$198K 0.26% 84
2025
Q4 		$461K Buy
+6,828
New +$457K 0.21% 95

Other funds holding APH

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

McCarter Private Wealth Services's APH Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Amphenol (APH) stake by 12% in Q3 2026, buying an estimated $105K and bringing the position to 11,970 shares worth $1.01M. The position accounts for 0.34% of the portfolio, ranked #73.

McCarter Private Wealth Services first reported a position in APH in Q4 2025 and has held it in 4 quarters since. 641 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • McCarter Private Wealth Services held 11,970 shares of Amphenol worth $1.01M as of Q3 2026.
  • McCarter Private Wealth Services bought 1,302 Amphenol shares in Q3 2026, an estimated $105K.
  • Amphenol made up 0.34% of McCarter Private Wealth Services's portfolio in Q3 2026, its #73 holding.
  • McCarter Private Wealth Services first reported a position in Amphenol in Q4 2025 and has held it in 4 quarters since.
  • 641 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.