OP Asset Management’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$24.1M Sell
273,044
-222,144
-45% -$16M 0.26% 63
2026
Q1
$31.3M Buy
495,188
+228,914
+86% +$16.1M 0.27% 50
2025
Q4
$18M Buy
266,274
+6,256
+2% +$418K 0.22% 78
2025
Q3
$16.1M Buy
260,018
+4,490
+2% +$246K 0.21% 83
2025
Q2
$12.6M Buy
255,528
+5,414
+2% +$221K 0.19% 95
2025
Q1
$8.2M Buy
+250,114
New +$8.53M 0.14% 127

Other funds holding APH

OP Asset Management's APH Position: Q2 2026 in Review

OP Asset Management reduced its Amphenol (APH) stake by 45% in Q2 2026, selling an estimated $16M and leaving 273,044 shares worth $24.1M. The position accounts for 0.26% of the portfolio, ranked #63.

OP Asset Management first reported a position in APH in Q1 2025 and has held it in 6 quarters since. The position peaked at $31.3M in Q1 2026. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • OP Asset Management held 273,044 shares of Amphenol worth $24.1M as of Q2 2026.
  • OP Asset Management sold 222,144 Amphenol shares in Q2 2026, an estimated $16M.
  • Amphenol made up 0.26% of OP Asset Management's portfolio in Q2 2026, its #63 holding.
  • OP Asset Management first reported a position in Amphenol in Q1 2025 and has held it in 6 quarters since.
  • OP Asset Management's Amphenol position peaked at $31.3M in Q1 2026.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.