Optivise Advisory Services
APH icon

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
Q3 		$435K Sell
5,160
-498
-9% -$40.1K 0.21% 118
2026
Q2 		$499K Buy
5,658
+422
+8% +$30.4K 0.25% 105
2026
Q1 		$331K Buy
5,236
+2,014
+63% +$142K 0.2% 123
2025
Q4 		$218K Buy
+3,222
New +$215K 0.13% 180

Other funds holding APH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Optivise Advisory Services's APH Position: Q3 2026 in Review

Optivise Advisory Services reduced its Amphenol (APH) stake by 8.8% in Q3 2026, selling an estimated $40.1K and leaving 5,160 shares worth $435K. The position accounts for 0.21% of the portfolio, ranked #118.

Optivise Advisory Services first reported a position in APH in Q4 2025 and has held it in 4 quarters since. The position peaked at $499K in Q2 2026. 1,439 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Optivise Advisory Services held 5,160 shares of Amphenol worth $435K as of Q3 2026.
  • Optivise Advisory Services sold 498 Amphenol shares in Q3 2026, an estimated $40.1K.
  • Amphenol made up 0.21% of Optivise Advisory Services's portfolio in Q3 2026, its #118 holding.
  • Optivise Advisory Services first reported a position in Amphenol in Q4 2025 and has held it in 4 quarters since.
  • Optivise Advisory Services's Amphenol position peaked at $499K in Q2 2026.
  • 1,439 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.