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OneAscent Wealth Management’s Amphenol APH Stock Holding History

OneAscent Wealth 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 		– Sell
-1,800
Closed -$227K – 174
2026
Q1 		$227K Buy
+1,800
New +$253K 0.08% 142
2021
Q1 		– Sell
-15,568
Closed -$510K – 223
2020
Q4 		$510K Buy
+15,568
New +$478K 0.23% 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

OneAscent Wealth Management's APH Position: Q2 2026 in Review

OneAscent Wealth Management sold out of Amphenol (APH) in Q2 2026, closing a stake of 1,800 shares — an estimated $227K sold.

OneAscent Wealth Management first reported a position in APH in Q4 2020 and held it in 2 quarters. The position peaked at $510K in Q4 2020. 2,313 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • OneAscent Wealth Management reported no remaining Amphenol position as of Q2 2026 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,800 Amphenol shares in Q2 2026, an estimated $227K.
  • OneAscent Wealth Management first reported a position in Amphenol in Q4 2020 and held it in 2 quarters.
  • OneAscent Wealth Management's Amphenol position peaked at $510K in Q4 2020.
  • 2,313 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.