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Montag & Associates’s Amphenol APH Stock Holding History

Montag & Associates’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 		$1.84M Sell
20,794
-18,808
-47% -$1.36M 0.08% 178
2026
Q1 		$2.51M Sell
39,602
-39,928
-50% -$2.81M 0.12% 154
2025
Q4 		$5.38M Sell
79,530
-5,374
-6% -$359K 0.25% 80
2025
Q3 		$5.26M Sell
84,904
-77,080
-48% -$4.23M 0.24% 90
2025
Q2 		$8.01M Sell
161,984
-15,682
-9% -$641K 0.39% 66
2025
Q1 		$5.84M Buy
177,666
+36,198
+26% +$1.23M 0.29% 79
2024
Q4 		$4.92M Buy
141,468
+49,550
+54% +$1.73M 0.23% 90
2024
Q3 		$3M Buy
91,918
+90,186
+5,207% +$2.92M 0.14% 142
2024
Q2 		$58.4K Hold
1,732
– – ﹤0.01% 565
2024
Q1 		$50K Sell
1,732
-1,296
-43% -$34K ﹤0.01% 595
2023
Q4 		$75.2K Buy
3,028
+1,028
+51% +$22.7K ﹤0.01% 507
2023
Q3 		$42.1K Buy
+2,000
New +$43K ﹤0.01% 584
2022
Q1 		– Sell
-1,400
Closed -$31K – 842
2021
Q4 		$31K Hold
1,400
– – ﹤0.01% 632
2021
Q3 		$26K Buy
+1,400
New +$25.7K ﹤0.01% 642

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

Montag & Associates's APH Position: Q2 2026 in Review

Montag & Associates reduced its Amphenol (APH) stake by 47% in Q2 2026, selling an estimated $1.36M and leaving 20,794 shares worth $1.84M. The position accounts for 0.08% of the portfolio, ranked #178.

Montag & Associates first reported a position in APH in Q3 2021 and has held it in 14 quarters since. The position peaked at $8.01M in Q2 2025. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Montag & Associates held 20,794 shares of Amphenol worth $1.84M as of Q2 2026.
  • Montag & Associates sold 18,808 Amphenol shares in Q2 2026, an estimated $1.36M.
  • Amphenol made up 0.08% of Montag & Associates's portfolio in Q2 2026, its #178 holding.
  • Montag & Associates first reported a position in Amphenol in Q3 2021 and has held it in 14 quarters since.
  • Montag & Associates's Amphenol position peaked at $8.01M in Q2 2025.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.