MWM
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Mittelman Wealth Management’s Amphenol APH Stock Holding History

Mittelman Wealth 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
2024
Q3 		– Sell
-24,950
Closed -$1.68M – 31
2024
Q2 		$1.68M Hold
24,950
– – 1.09% 22
2024
Q1 		$1.44M Buy
+24,950
New +$1.31M 0.97% 27

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mittelman Wealth Management's APH Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Amphenol (APH) in Q3 2024, closing a stake of 24,950 shares — an estimated $1.68M sold.

Mittelman Wealth Management first reported a position in APH in Q1 2024 and held it in 2 quarters. The position peaked at $1.68M in Q2 2024. 1,291 funds tracked by Wall St. Rank hold APH as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Amphenol position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 24,950 Amphenol shares in Q3 2024, an estimated $1.68M.
  • Mittelman Wealth Management first reported a position in Amphenol in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Amphenol position peaked at $1.68M in Q2 2024.
  • 1,291 funds tracked by Wall St. Rank held Amphenol as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.