Peak Financial Advisors’s Amphenol APH Stock Holding History

Peak Financial Advisors’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
2025 Q2	–	Sell	-45,194	Closed	-$2.96M	–	89
2025 Q1	$2.96M	Buy	+45,194	New	+$3.08M	1.51%	20

Other funds holding APH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Peak Financial Advisors's APH Position: Q2 2025 in Review

Peak Financial Advisors sold out of Amphenol (APH) in Q2 2025, closing a stake of 45,194 shares — an estimated $2.96M sold.

Peak Financial Advisors first reported a position in APH in Q1 2025 and held it in 1 quarter. The position peaked at $2.96M in Q1 2025. 1,646 funds tracked by Wall St. Rank hold APH as of Q2 2025.

Peak Financial Advisors reported no remaining Amphenol position as of Q2 2025 after selling out during the quarter.
Peak Financial Advisors sold 45,194 Amphenol shares in Q2 2025, an estimated $2.96M.
Peak Financial Advisors first reported a position in Amphenol in Q1 2025 and held it in 1 quarter.
Peak Financial Advisors's Amphenol position peaked at $2.96M in Q1 2025.
1,646 funds tracked by Wall St. Rank held Amphenol as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.