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North Star Asset Management’s Amphenol APH Stock Holding History

North Star Asset Management’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 		$39M Sell
221,060
-8,353
-4% -$1.2M 1.53% 15
2026
Q1 		$29M Sell
229,413
-9,331
-4% -$1.31M 1.26% 21
2025
Q4 		$32.3M Sell
238,744
-18,758
-7% -$2.51M 1.3% 22
2025
Q3 		$31.9M Sell
257,502
-7,668
-3% -$841K 1.29% 25
2025
Q2 		$26.2M Sell
265,170
-1,086
-0.4% -$88.8K 1.11% 30
2025
Q1 		$17.5M Buy
266,256
+1,577
+0.6% +$108K 0.8% 41
2024
Q4 		$18.4M Buy
264,679
+1,148
+0.4% +$80.4K 0.81% 44
2024
Q3 		$17.2M Buy
263,531
+4,552
+2% +$295K 0.77% 46
2024
Q2 		$17.4M Sell
258,979
-2,187
-0.8% -$138K 0.83% 45
2024
Q1 		$15.1M Buy
261,166
+4,522
+2% +$237K 0.71% 53
2023
Q4 		$12.7M Buy
256,644
+850
+0.3% +$37.5K 0.65% 58
2023
Q3 		$10.7M Buy
255,794
+6,984
+3% +$300K 0.62% 61
2023
Q2 		$10.6M Buy
248,810
+14,076
+6% +$547K 0.58% 63
2023
Q1 		$9.59M Buy
234,734
+7,040
+3% +$278K 0.56% 64
2022
Q4 		$8.67M Buy
227,694
+9,992
+5% +$378K 0.54% 64
2022
Q3 		$7.29M Buy
217,702
+18,580
+9% +$675K 0.5% 70
2022
Q2 		$6.41M Buy
199,122
+4,936
+3% +$172K 0.42% 72
2022
Q1 		$7.32M Buy
194,186
+5,492
+3% +$213K 0.4% 75
2021
Q4 		$8.25M Buy
188,694
+11,946
+7% +$484K 0.42% 72
2021
Q3 		$6.47M Buy
176,748
+15,264
+9% +$560K 0.36% 78
2021
Q2 		$5.52M Buy
161,484
+22,104
+16% +$746K 0.31% 86
2021
Q1 		$4.6M Buy
139,380
+8,192
+6% +$266K 0.28% 91
2020
Q4 		$4.29M Buy
131,188
+5,528
+4% +$170K 0.27% 88
2020
Q3 		$3.4M Buy
125,660
+22,080
+21% +$582K 0.25% 94
2020
Q2 		$2.48M Buy
+103,580
New +$2.31M 0.2% 101

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

North Star Asset Management's APH Position: Q2 2026 in Review

North Star Asset Management reduced its Amphenol (APH) stake by 3.6% in Q2 2026, selling an estimated $1.2M and leaving 221,060 shares worth $39M. The position accounts for 1.53% of the portfolio, ranked #15.

North Star Asset Management first reported a position in APH in Q2 2020 and has held it in 25 quarters since. 2,323 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • North Star Asset Management held 221,060 shares of Amphenol worth $39M as of Q2 2026.
  • North Star Asset Management sold 8,353 Amphenol shares in Q2 2026, an estimated $1.2M.
  • Amphenol made up 1.53% of North Star Asset Management's portfolio in Q2 2026, its #15 holding.
  • North Star Asset Management first reported a position in Amphenol in Q2 2020 and has held it in 25 quarters since.
  • 2,323 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on North Star Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.