Oak Thistle LLC’s Amphenol APH Stock Holding History

Oak Thistle LLC’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
2025 Q4	–	Sell	-21,117	Closed	-$2.61M	–	496
2025 Q3	$2.61M	Buy	21,117 +13,121	+164%	+$1.44M	0.4%	55
2025 Q2	$790K	Buy	+7,996	New	+$654K	0.12%	303
2025 Q1	–	Sell	-22,328	Closed	-$1.55M	–	409
2024 Q4	$1.55M	Buy	22,328 +9,357	+72%	+$655K	0.46%	50
2024 Q3	$845K	Buy	12,971 +5,441	+72%	+$353K	0.27%	141
2024 Q2	$507K	Buy	+7,530	New	+$475K	0.38%	105
2023 Q4	–	Sell	-17,448	Closed	-$733K	–	438
2023 Q3	$733K	Buy	+17,448	New	+$750K	0.22%	199
2022 Q2	–	Sell	-16,882	Closed	-$636K	–	192
2022 Q1	$636K	Buy	+16,882	New	+$654K	0.34%	110

Other funds holding APH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oak Thistle LLC's APH Position: Q4 2025 in Review

Oak Thistle LLC sold out of Amphenol (APH) in Q4 2025, closing a stake of 21,117 shares — an estimated $2.61M sold.

Oak Thistle LLC first reported a position in APH in Q1 2022 and held it in 7 quarters. The position peaked at $2.61M in Q3 2025. 2,053 funds tracked by Wall St. Rank hold APH as of Q4 2025.

Oak Thistle LLC reported no remaining Amphenol position as of Q4 2025 after selling out during the quarter.
Oak Thistle LLC sold 21,117 Amphenol shares in Q4 2025, an estimated $2.61M.
Oak Thistle LLC first reported a position in Amphenol in Q1 2022 and held it in 7 quarters.
Oak Thistle LLC's Amphenol position peaked at $2.61M in Q3 2025.
2,053 funds tracked by Wall St. Rank held Amphenol as of Q4 2025.

Based on Oak Thistle LLC's 13F filing for Q4 2025, filed 21 Jan 2026.