Nissay Asset Management’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$109M Sell
1,231,114
-390,510
-24% -$28.1M 0.46% 42
2026
Q1
$102M Sell
1,621,624
-658,140
-29% -$46.3M 0.54% 35
2025
Q4
$154M Sell
2,279,764
-404,028
-15% -$27M 0.8% 22
2025
Q3
$166M Buy
2,683,792
+1,182,690
+79% +$64.9M 0.92% 19
2025
Q2
$74.1M Buy
1,501,102
+49,190
+3% +$2.01M 0.43% 42
2025
Q1
$47.6M Buy
1,451,912
+258,492
+22% +$8.82M 0.31% 57
2024
Q4
$42.2M Buy
1,193,420
+11,330
+1% +$397K 0.26% 61
2024
Q3
$38.5M Buy
1,182,090
+7,708
+0.7% +$250K 0.24% 63
2024
Q2
$39.6M Sell
1,174,382
-52,642
-4% -$1.66M 0.26% 57
2024
Q1
$35.4M Sell
1,227,024
-25,600
-2% -$671K 0.25% 61
2023
Q4
$31M Buy
1,252,624
+68,356
+6% +$1.51M 0.25% 65
2023
Q3
$24.9M Sell
1,184,268
-36,264
-3% -$780K 0.22% 66
2023
Q2
$25.9M Sell
1,220,532
-112,464
-8% -$2.18M 0.22% 65
2023
Q1
$27.2M Sell
1,332,996
-52,800
-4% -$1.04M 0.24% 67
2022
Q4
$26.4M Sell
1,385,796
-63,564
-4% -$1.2M 0.25% 72
2022
Q3
$24.3M Sell
1,449,360
-13,528
-0.9% -$246K 0.25% 69
2022
Q2
$23.5M Buy
1,462,888
+73,880
+5% +$1.28M 0.23% 70
2022
Q1
$26.2M Buy
1,389,008
+71,240
+5% +$1.38M 0.23% 69
2021
Q4
$28.8M Buy
1,317,768
+177,828
+16% +$3.6M 0.22% 69
2021
Q3
$20.9M Buy
1,139,940
+63,832
+6% +$1.17M 0.18% 84
2021
Q2
$18.4M Sell
1,076,108
-141,060
-12% -$2.38M 0.16% 91
2021
Q1
$20.1M Sell
1,217,168
-164,176
-12% -$2.67M 0.2% 81
2020
Q4
$22.6M Sell
1,381,344
-192,752
-12% -$2.96M 0.34% 71
2020
Q3
$21.3M Buy
1,574,096
+286,104
+22% +$3.77M 0.36% 68
2020
Q2
$15.4M Buy
1,287,992
+57,496
+5% +$642K 0.3% 87
2020
Q1
$11.2M Buy
1,230,496
+322,904
+36% +$3.85M 0.29% 89
2019
Q4
$12.3M Buy
907,592
+94,024
+12% +$1.2M 0.27% 95
2019
Q3
$9.81M Buy
813,568
+35,872
+5% +$413K 0.24% 102
2019
Q2
$9.33M Buy
777,696
+69,368
+10% +$835K 0.24% 106
2019
Q1
$8.36M Buy
708,328
+181,912
+35% +$2.03M 0.22% 113
2018
Q4
$5.33M Buy
526,416
+147,088
+39% +$1.58M 0.16% 149
2018
Q3
$4.46M Buy
379,328
+3,176
+0.8% +$36.9K 0.12% 206
2018
Q2
$4.1M Sell
376,152
-20,432
-5% -$222K 0.12% 210
2018
Q1
$4.27M Buy
396,584
+1,496
+0.4% +$16.8K 0.13% 199
2017
Q4
$4.34M Buy
+395,088
New +$4.35M 0.13% 209

Other funds holding APH

Nissay Asset Management's APH Position: Q2 2026 in Review

Nissay Asset Management reduced its Amphenol (APH) stake by 24% in Q2 2026, selling an estimated $28.1M and leaving 1,231,114 shares worth $109M. The position accounts for 0.46% of the portfolio, ranked #42.

Nissay Asset Management first reported a position in APH in Q4 2017 and has held it in 35 quarters since. The position peaked at $166M in Q3 2025. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Nissay Asset Management held 1,231,114 shares of Amphenol worth $109M as of Q2 2026.
  • Nissay Asset Management sold 390,510 Amphenol shares in Q2 2026, an estimated $28.1M.
  • Amphenol made up 0.46% of Nissay Asset Management's portfolio in Q2 2026, its #42 holding.
  • Nissay Asset Management first reported a position in Amphenol in Q4 2017 and has held it in 35 quarters since.
  • Nissay Asset Management's Amphenol position peaked at $166M in Q3 2025.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Nissay Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.