Physician Wealth Advisors
APH icon

Physician Wealth Advisors’s Amphenol APH Stock Holding History

Physician Wealth 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
2026
Q3 		$392K Sell
4,652
-28
-0.6% -$2.26K 0.05% 136
2026
Q2 		$413K Sell
4,680
-476
-9% -$34.3K 0.05% 132
2026
Q1 		$326K Buy
5,156
+202
+4% +$14.2K 0.05% 138
2025
Q4 		$335K Buy
4,954
+122
+3% +$8.16K 0.05% 131
2025
Q3 		$299K Sell
4,832
-122
-2% -$6.69K 0.04% 141
2025
Q2 		$245K Sell
4,954
-1,374
-22% -$56.2K 0.04% 157
2025
Q1 		$208K Buy
6,328
+430
+7% +$14.7K 0.04% 176
2024
Q4 		$205K Sell
5,898
-406
-6% -$14.2K 0.03% 177
2024
Q3 		$207K Hold
6,304
– – 0.04% 179
2024
Q2 		$222K Sell
6,304
-1,608
-20% -$50.7K 0.04% 165
2024
Q1 		$223K Buy
+7,912
New +$207K 0.05% 154

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

Physician Wealth Advisors's APH Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Amphenol (APH) stake by 0.6% in Q3 2026, selling an estimated $2.26K and leaving 4,652 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #136.

Physician Wealth Advisors first reported a position in APH in Q1 2024 and has held it in 11 quarters since. The position peaked at $413K in Q2 2026. 1,425 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Physician Wealth Advisors held 4,652 shares of Amphenol worth $392K as of Q3 2026.
  • Physician Wealth Advisors sold 28 Amphenol shares in Q3 2026, an estimated $2.26K.
  • Amphenol made up 0.05% of Physician Wealth Advisors's portfolio in Q3 2026, its #136 holding.
  • Physician Wealth Advisors first reported a position in Amphenol in Q1 2024 and has held it in 11 quarters since.
  • Physician Wealth Advisors's Amphenol position peaked at $413K in Q2 2026.
  • 1,425 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.