OAS
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Optivise Advisory Services’s Amphenol APH Stock Holding History

Optivise Advisory Services’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 		$499K Buy
2,829
+211
+8% +$30.4K 0.25% 105
2026
Q1 		$331K Buy
2,618
+1,007
+63% +$142K 0.2% 123
2025
Q4 		$218K Buy
+1,611
New +$215K 0.13% 180

Other funds holding APH

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Optivise Advisory Services's APH Position: Q2 2026 in Review

Optivise Advisory Services increased its Amphenol (APH) stake by 8.1% in Q2 2026, buying an estimated $30.4K and bringing the position to 2,829 shares worth $499K. The position accounts for 0.25% of the portfolio, ranked #105.

Optivise Advisory Services first reported a position in APH in Q4 2025 and has held it in 3 quarters since. 751 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Optivise Advisory Services held 2,829 shares of Amphenol worth $499K as of Q2 2026.
  • Optivise Advisory Services bought 211 Amphenol shares in Q2 2026, an estimated $30.4K.
  • Amphenol made up 0.25% of Optivise Advisory Services's portfolio in Q2 2026, its #105 holding.
  • Optivise Advisory Services first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
  • 751 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.