Pinnacle Wealth Planning Services
APH icon

Pinnacle Wealth Planning Services’s Amphenol APH Stock Holding History

Pinnacle Wealth Planning 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 		$962K Sell
11,412
-138
-1% -$11.1K 0.09% 129
2026
Q2 		$1.02M Buy
11,550
+1,098
+11% +$79.1K 0.1% 115
2026
Q1 		$660K Buy
10,452
+132
+1% +$9.29K 0.07% 167
2025
Q4 		$697K Buy
10,320
+258
+3% +$17.3K 0.07% 152
2025
Q3 		$623K Buy
10,062
+1,450
+17% +$79.6K 0.07% 166
2025
Q2 		$425K Sell
8,612
-5,002
-37% -$205K 0.06% 225
2025
Q1 		$446K Sell
13,614
-808
-6% -$27.6K 0.07% 182
2024
Q4 		$501K Sell
14,422
-8,556
-37% -$299K 0.08% 156
2024
Q3 		$749K Sell
22,978
-784
-3% -$25.4K 0.1% 125
2024
Q2 		$800K Sell
23,762
-542
-2% -$17.1K 0.11% 114
2024
Q1 		$701K Buy
24,304
+352
+1% +$9.22K 0.1% 131
2023
Q4 		$594K Sell
23,952
-112
-0.5% -$2.47K 0.09% 146
2023
Q3 		$505K Buy
24,064
+52
+0.2% +$1.12K 0.08% 159
2023
Q2 		$510K Buy
24,012
+56
+0.2% +$1.09K 0.08% 164
2023
Q1 		$489K Buy
23,956
+324
+1% +$6.4K 0.08% 179
2022
Q4 		$450K Buy
23,632
+11,116
+89% +$210K 0.08% 185
2022
Q3 		$209K Buy
+12,516
New +$227K 0.04% 317
2022
Q2 		– Sell
-21,708
Closed -$409K – 426
2022
Q1 		$409K Buy
21,708
+7,212
+50% +$140K 0.07% 201
2021
Q4 		$317K Buy
14,496
+1,808
+14% +$36.6K 0.06% 252
2021
Q3 		$232K Buy
12,688
+140
+1% +$2.57K 0.05% 293
2021
Q2 		$214K Sell
12,548
-64
-0.5% -$1.08K 0.05% 308
2021
Q1 		$208K Buy
12,612
+644
+5% +$10.5K 0.05% 294
2020
Q4 		$196K Buy
+11,968
New +$184K 0.05% 283
2020
Q3 		– Sell
-18,752
Closed -$224K – 277
2020
Q2 		$224K Buy
+18,752
New +$209K 0.07% 203

Other funds holding APH

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Pinnacle Wealth Planning Services's APH Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Amphenol (APH) stake by 1.2% in Q3 2026, selling an estimated $11.1K and leaving 11,412 shares worth $962K. The position accounts for 0.09% of the portfolio, ranked #129.

Pinnacle Wealth Planning Services first reported a position in APH in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.02M in Q2 2026. 851 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Pinnacle Wealth Planning Services held 11,412 shares of Amphenol worth $962K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 138 Amphenol shares in Q3 2026, an estimated $11.1K.
  • Amphenol made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #129 holding.
  • Pinnacle Wealth Planning Services first reported a position in Amphenol in Q2 2020 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's Amphenol position peaked at $1.02M in Q2 2026.
  • 851 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.