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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
Q2 		$776K Hold
8,800
– – 0.34% 25
2026
Q1 		$556K Hold
8,800
– – 0.29% 31
2025
Q4 		$595K Sell
8,800
-50
-0.6% -$3.34K 0.32% 28
2025
Q3 		$548K Buy
8,850
+50
+0.6% +$2.74K 0.31% 29
2025
Q2 		$435K Hold
8,800
– – 0.28% 31
2025
Q1 		$289K Hold
8,800
– – 0.22% 36
2024
Q4 		$306K Buy
+8,800
New +$308K 0.24% 32

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

Next Level Wealth Planning's APH Position: Q2 2026 in Review

Next Level Wealth Planning held its Amphenol (APH) position steady in Q2 2026 at 8,800 shares worth $776K. The position accounts for 0.34% of the portfolio, ranked #25.

Next Level Wealth Planning first reported a position in APH in Q4 2024 and has held it in 7 quarters since. 2,328 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Next Level Wealth Planning held 8,800 shares of Amphenol worth $776K as of Q2 2026.
  • Next Level Wealth Planning left its Amphenol share count unchanged in Q2 2026.
  • Amphenol made up 0.34% of Next Level Wealth Planning's portfolio in Q2 2026, its #25 holding.
  • Next Level Wealth Planning first reported a position in Amphenol in Q4 2024 and has held it in 7 quarters since.
  • 2,328 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.