NLWP
APH icon

Next Level Wealth Planning’s Amphenol APH Stock Holding History

Next Level Wealth Planning’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
Q1 		$556K Hold
4,400
– – 0.29% 31
2025
Q4 		$595K Sell
4,400
-25
-0.6% -$3.34K 0.32% 28
2025
Q3 		$548K Buy
4,425
+25
+0.6% +$2.74K 0.31% 29
2025
Q2 		$435K Hold
4,400
– – 0.28% 31
2025
Q1 		$289K Hold
4,400
– – 0.22% 36
2024
Q4 		$306K Buy
+4,400
New +$308K 0.24% 32

Other funds holding APH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Next Level Wealth Planning's APH Position: Q1 2026 in Review

Next Level Wealth Planning held its Amphenol (APH) position steady in Q1 2026 at 4,400 shares worth $556K. The position accounts for 0.29% of the portfolio, ranked #31.

Next Level Wealth Planning first reported a position in APH in Q4 2024 and has held it in 6 quarters since. The position peaked at $595K in Q4 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Next Level Wealth Planning held 4,400 shares of Amphenol worth $556K as of Q1 2026.
  • Next Level Wealth Planning left its Amphenol share count unchanged in Q1 2026.
  • Amphenol made up 0.29% of Next Level Wealth Planning's portfolio in Q1 2026, its #31 holding.
  • Next Level Wealth Planning first reported a position in Amphenol in Q4 2024 and has held it in 6 quarters since.
  • Next Level Wealth Planning's Amphenol position peaked at $595K in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.