Picton Mahoney Asset Management’s Amphenol APH Stock Holding History

Picton Mahoney Asset Management’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	$1.81M	Buy	10,270 +7,348	+251%	+$1.06M	0.01%	575
2026 Q1	$369K	Buy	2,922 +102	+4%	+$14.4K	﹤0.01%	804
2025 Q4	$381K	Buy	+2,820	New	+$377K	﹤0.01%	700
2025 Q3	–	Sell	-14,146	Closed	-$1.4M	–	1070
2025 Q2	$1.4M	Buy	+14,146	New	+$1.16M	0.01%	367

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Picton Mahoney Asset Management's APH Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its Amphenol (APH) stake by 251% in Q2 2026, buying an estimated $1.06M and bringing the position to 10,270 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #575.

Picton Mahoney Asset Management first reported a position in APH in Q2 2025 and has held it in 4 quarters since. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Picton Mahoney Asset Management held 10,270 shares of Amphenol worth $1.81M as of Q2 2026.
Picton Mahoney Asset Management bought 7,348 Amphenol shares in Q2 2026, an estimated $1.06M.
Amphenol made up 0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #575 holding.
Picton Mahoney Asset Management first reported a position in Amphenol in Q2 2025 and has held it in 4 quarters since.
2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.