Oak Family Advisors’s Amphenol APH Stock Holding History

Oak Family Advisors’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	$7.39M	Sell	83,816 -13,556	-14%	-$977K	1.89%	18
2026 Q1	$6.15M	Sell	97,372 -1,898	-2%	-$134K	1.73%	23
2025 Q4	$6.71M	Sell	99,270 -720	-0.7%	-$48.2K	1.84%	17
2025 Q3	$6.19M	Sell	99,990 -31,462	-24%	-$1.73M	1.55%	18
2025 Q2	$6.49M	Sell	131,452 -11,418	-8%	-$467K	2.05%	18
2025 Q1	$4.69M	Buy	142,870 +118,078	+476%	+$4.03M	1.58%	22
2024 Q4	$861K	Sell	24,792 -2,038	-8%	-$71.3K	0.31%	62
2024 Q3	$874K	Buy	26,830 +234	+0.9%	+$7.58K	0.27%	69
2024 Q2	$896K	Sell	26,596 -784	-3%	-$24.7K	0.31%	62
2024 Q1	$790K	Sell	27,380 -1,816	-6%	-$47.6K	0.3%	70
2023 Q4	$724K	Sell	29,196 -5,824	-17%	-$129K	0.3%	70
2023 Q3	$735K	Buy	35,020 +764	+2%	+$16.4K	0.35%	59
2023 Q2	$728K	Sell	34,256 -2,004	-6%	-$38.9K	0.34%	60
2023 Q1	$741K	Sell	36,260 -240	-0.7%	-$4.74K	0.37%	56
2022 Q4	$695K	Sell	36,500 -3,488	-9%	-$66K	0.37%	57
2022 Q3	$669K	Buy	39,988 +2,460	+7%	+$44.7K	0.36%	51
2022 Q2	$604K	Buy	37,528 +10,208	+37%	+$177K	0.3%	60
2022 Q1	$515K	Buy	27,320 +2,436	+10%	+$47.2K	0.2%	78
2021 Q4	$544K	Buy	24,884 +60	+0.2%	+$1.22K	0.2%	77
2021 Q3	$454K	Buy	24,824 +604	+2%	+$11.1K	0.17%	81
2021 Q2	$414K	Buy	24,220 +1,400	+6%	+$23.6K	0.17%	73
2021 Q1	$376K	Buy	22,820 +1,972	+9%	+$32K	0.16%	73
2020 Q4	$341K	Buy	+20,848	New	+$320K	0.18%	76

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Oak Family Advisors's APH Position: Q2 2026 in Review

Oak Family Advisors reduced its Amphenol (APH) stake by 14% in Q2 2026, selling an estimated $977K and leaving 83,816 shares worth $7.39M. The position accounts for 1.89% of the portfolio, ranked #18.

Oak Family Advisors first reported a position in APH in Q4 2020 and has held it in 23 quarters since. 2,335 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Oak Family Advisors held 83,816 shares of Amphenol worth $7.39M as of Q2 2026.
Oak Family Advisors sold 13,556 Amphenol shares in Q2 2026, an estimated $977K.
Amphenol made up 1.89% of Oak Family Advisors's portfolio in Q2 2026, its #18 holding.
Oak Family Advisors first reported a position in Amphenol in Q4 2020 and has held it in 23 quarters since.
2,335 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.