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Portfolio Design Labs’s Amphenol APH Stock Holding History

Portfolio Design Labs’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 		$2.92M Buy
33,126
+874
+3% +$63K 0.48% 43
2026
Q1 		$2.04M Sell
32,252
-8,366
-21% -$589K 0.36% 53
2025
Q4 		$2.74M Buy
40,618
+2,896
+8% +$194K 0.45% 42
2025
Q3 		$2.33M Buy
37,722
+30,220
+403% +$1.66M 0.4% 52
2025
Q2 		$370K Sell
7,502
-20,202
-73% -$826K 0.07% 113
2025
Q1 		$909K Sell
27,704
-178,726
-87% -$6.1M 0.19% 99
2024
Q4 		$7.17M Buy
206,430
+35,154
+21% +$1.23M 1.47% 11
2024
Q3 		$5.58M Buy
171,276
+22,332
+15% +$724K 1.56% 10
2024
Q2 		$5.02M Sell
148,944
-3,280
-2% -$103K 1.55% 13
2024
Q1 		$4.39M Sell
152,224
-101,212
-40% -$2.65M 1.48% 13
2023
Q4 		$6.28M Buy
+253,436
New +$5.6M 2.38% 9

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Portfolio Design Labs's APH Position: Q2 2026 in Review

Portfolio Design Labs increased its Amphenol (APH) stake by 2.7% in Q2 2026, buying an estimated $63K and bringing the position to 33,126 shares worth $2.92M. The position accounts for 0.48% of the portfolio, ranked #43.

Portfolio Design Labs first reported a position in APH in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.17M in Q4 2024. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Portfolio Design Labs held 33,126 shares of Amphenol worth $2.92M as of Q2 2026.
  • Portfolio Design Labs bought 874 Amphenol shares in Q2 2026, an estimated $63K.
  • Amphenol made up 0.48% of Portfolio Design Labs's portfolio in Q2 2026, its #43 holding.
  • Portfolio Design Labs first reported a position in Amphenol in Q4 2023 and has held it in 11 quarters since.
  • Portfolio Design Labs's Amphenol position peaked at $7.17M in Q4 2024.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.