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Oxford Financial Group’s Amphenol APH Stock Holding History

Oxford Financial Group’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 		$955K Sell
5,414
-636
-11% -$91.7K 0.05% 113
2026
Q1 		$764K Buy
+6,050
New +$852K 0.04% 117

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

Oxford Financial Group's APH Position: Q2 2026 in Review

Oxford Financial Group reduced its Amphenol (APH) stake by 11% in Q2 2026, selling an estimated $91.7K and leaving 5,414 shares worth $955K. The position accounts for 0.05% of the portfolio, ranked #113.

Oxford Financial Group first reported a position in APH in Q1 2026 and has held it in 2 quarters since. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Oxford Financial Group held 5,414 shares of Amphenol worth $955K as of Q2 2026.
  • Oxford Financial Group sold 636 Amphenol shares in Q2 2026, an estimated $91.7K.
  • Amphenol made up 0.05% of Oxford Financial Group's portfolio in Q2 2026, its #113 holding.
  • Oxford Financial Group first reported a position in Amphenol in Q1 2026 and has held it in 2 quarters since.
  • 2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.