MWM
APH icon

Modera Wealth Management’s Amphenol APH Stock Holding History

Modera 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
2026
Q2 		$541K Buy
3,067
+74
+2% +$10.7K 0.01% 442
2026
Q1 		$378K Buy
2,993
+98
+3% +$13.8K ﹤0.01% 489
2025
Q4 		$391K Buy
2,895
+164
+6% +$21.9K ﹤0.01% 497
2025
Q3 		$338K Sell
2,731
-305
-10% -$33.5K ﹤0.01% 518
2025
Q2 		$300K Buy
+3,036
New +$248K ﹤0.01% 539
2025
Q1 		– Sell
-3,573
Closed -$248K – 609
2024
Q4 		$248K Buy
3,573
+271
+8% +$19K ﹤0.01% 550
2024
Q3 		$215K Buy
3,302
+333
+11% +$21.6K ﹤0.01% 571
2024
Q2 		$200K Buy
+2,969
New +$187K ﹤0.01% 551

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Modera Wealth Management's APH Position: Q2 2026 in Review

Modera Wealth Management increased its Amphenol (APH) stake by 2.5% in Q2 2026, buying an estimated $10.7K and bringing the position to 3,067 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #442.

Modera Wealth Management first reported a position in APH in Q2 2024 and has held it in 8 quarters since. 1,393 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Modera Wealth Management held 3,067 shares of Amphenol worth $541K as of Q2 2026.
  • Modera Wealth Management bought 74 Amphenol shares in Q2 2026, an estimated $10.7K.
  • Amphenol made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #442 holding.
  • Modera Wealth Management first reported a position in Amphenol in Q2 2024 and has held it in 8 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.