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Noesis Capital Mangement’s Amphenol APH Stock Holding History

Noesis Capital Mangement’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 		$47.6M Buy
270,159
+4,410
+2% +$636K 5.73% 4
2026
Q1 		$33.6M Buy
265,749
+6,073
+2% +$855K 4.96% 4
2025
Q4 		$35.1M Sell
259,676
-1,745
-0.7% -$233K 5.09% 5
2025
Q3 		$32.4M Sell
261,421
-80,627
-24% -$8.85M 5.02% 5
2025
Q2 		$33.8M Sell
342,048
-6,527
-2% -$534K 5.87% 2
2025
Q1 		$22.9M Buy
348,575
+6,813
+2% +$465K 4.55% 5
2024
Q4 		$23.7M Buy
341,762
+3,299
+1% +$231K 4.53% 4
2024
Q3 		$22.1M Buy
338,463
+7,685
+2% +$498K 4.38% 5
2024
Q2 		$22.3M Sell
330,778
-1,870
-0.6% -$118K 4.94% 4
2024
Q1 		$19.2M Sell
332,648
-8,730
-3% -$457K 4.26% 5
2023
Q4 		$16.9M Sell
341,378
-3,224
-0.9% -$142K 3.99% 5
2023
Q3 		$14.5M Buy
344,602
+2,944
+0.9% +$127K 3.8% 5
2023
Q2 		$14.5M Sell
341,658
-3,488
-1% -$135K 3.57% 5
2023
Q1 		$14.1M Buy
345,146
+7,736
+2% +$305K 3.57% 8
2022
Q4 		$12.8M Sell
337,410
-4,396
-1% -$166K 3.65% 8
2022
Q3 		$11.4M Buy
341,806
+584
+0.2% +$21.2K 3.47% 11
2022
Q2 		$11M Buy
341,222
+3,874
+1% +$135K 3.26% 12
2022
Q1 		$12.7M Buy
337,348
+17,220
+5% +$667K 3.06% 11
2021
Q4 		$14M Sell
320,128
-40,560
-11% -$1.64M 2.82% 12
2021
Q3 		$13.2M Sell
360,688
-2,392
-0.7% -$87.8K 2.58% 17
2021
Q2 		$12.3M Buy
363,080
+3,550
+1% +$120K 2.52% 17
2021
Q1 		$11.9M Buy
359,530
+7,914
+2% +$257K 2.66% 16
2020
Q4 		$11.5M Sell
351,616
-6,544
-2% -$201K 2.84% 17
2020
Q3 		$9.69M Sell
358,160
-10,020
-3% -$264K 2.74% 16
2020
Q2 		$8.82M Sell
368,180
-17,340
-4% -$387K 2.79% 17
2020
Q1 		$7.02M Buy
385,520
+2,600
+0.7% +$62K 2.58% 18
2019
Q4 		$10.4M Buy
382,920
+960
+0.3% +$24.5K 2.89% 16
2019
Q3 		$9.21M Buy
381,960
+7,860
+2% +$181K 2.98% 14
2019
Q2 		$8.97M Buy
374,100
+7,060
+2% +$170K 3.06% 15
2019
Q1 		$8.67M Buy
367,040
+147,400
+67% +$3.3M 3.13% 14
2018
Q4 		$4.45M Buy
+219,640
New +$4.72M 1.81% 23

Other funds holding APH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Noesis Capital Mangement's APH Position: Q2 2026 in Review

Noesis Capital Mangement increased its Amphenol (APH) stake by 1.7% in Q2 2026, buying an estimated $636K and bringing the position to 270,159 shares worth $47.6M. The position accounts for 5.73% of the portfolio, ranked #4.

Noesis Capital Mangement first reported a position in APH in Q4 2018 and has held it in 31 quarters since. 1,117 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Noesis Capital Mangement held 270,159 shares of Amphenol worth $47.6M as of Q2 2026.
  • Noesis Capital Mangement bought 4,410 Amphenol shares in Q2 2026, an estimated $636K.
  • Amphenol made up 5.73% of Noesis Capital Mangement's portfolio in Q2 2026, its #4 holding.
  • Noesis Capital Mangement first reported a position in Amphenol in Q4 2018 and has held it in 31 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.