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National Wealth Management Group’s Amphenol APH Stock Holding History

National Wealth Management Group’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 		$576K Sell
6,532
-578
-8% -$41.7K 0.18% 106
2026
Q1 		$449K Sell
7,110
-2,668
-27% -$188K 0.17% 126
2025
Q4 		$661K Sell
9,778
-15,234
-61% -$1.02M 0.23% 101
2025
Q3 		$1.55M Buy
+25,012
New +$1.37M 0.58% 36
2024
Q3 		– Sell
-37,762
Closed -$1.27M – 146
2024
Q2 		$1.27M Buy
+37,762
New +$1.19M 0.97% 28

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

National Wealth Management Group's APH Position: Q2 2026 in Review

National Wealth Management Group reduced its Amphenol (APH) stake by 8.1% in Q2 2026, selling an estimated $41.7K and leaving 6,532 shares worth $576K. The position accounts for 0.18% of the portfolio, ranked #106.

National Wealth Management Group first reported a position in APH in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.55M in Q3 2025. 2,328 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • National Wealth Management Group held 6,532 shares of Amphenol worth $576K as of Q2 2026.
  • National Wealth Management Group sold 578 Amphenol shares in Q2 2026, an estimated $41.7K.
  • Amphenol made up 0.18% of National Wealth Management Group's portfolio in Q2 2026, its #106 holding.
  • National Wealth Management Group first reported a position in Amphenol in Q2 2024 and has held it in 5 quarters since.
  • National Wealth Management Group's Amphenol position peaked at $1.55M in Q3 2025.
  • 2,328 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.