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Planned Solutions’s Amphenol APH Stock Holding History

Planned Solutions’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 		$222K Buy
+1,258
New +$181K 0.06% 144
2024
Q4 		– Sell
-1,200
Closed -$78.2K – 145
2024
Q3 		$78.2K Buy
+1,200
New +$77.8K 0.03% 242
2024
Q1 		– Sell
-1,200
Closed -$59.5K – 122
2023
Q4 		$59.5K Buy
+1,200
New +$53K 0.03% 258

Other funds holding APH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Planned Solutions's APH Position: Q2 2026 in Review

Planned Solutions opened a new position in Amphenol (APH) in Q2 2026: 1,258 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #144 among its holdings. This is a return to the name: Planned Solutions previously reported a position in APH as recently as Q3 2024.

Planned Solutions first reported a position in APH in Q4 2023 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Planned Solutions held 1,258 shares of Amphenol worth $222K as of Q2 2026.
  • Amphenol was a new Planned Solutions position in Q2 2026.
  • Amphenol made up 0.06% of Planned Solutions's portfolio in Q2 2026, its #144 holding.
  • Planned Solutions first reported a position in Amphenol in Q4 2023 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.