RIG
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Renaissance Investment Group’s Amphenol APH Stock Holding History

Renaissance Investment Group’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 		$8.13M Buy
92,238
+80,848
+710% +$5.83M 1.6% 28
2026
Q1 		$720K Buy
+11,390
New +$802K 0.15% 55

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

Renaissance Investment Group's APH Position: Q2 2026 in Review

Renaissance Investment Group increased its Amphenol (APH) stake by 710% in Q2 2026, buying an estimated $5.83M and bringing the position to 92,238 shares worth $8.13M. The position accounts for 1.6% of the portfolio, ranked #28.

Renaissance Investment Group first reported a position in APH in Q1 2026 and has held it in 2 quarters since. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Renaissance Investment Group held 92,238 shares of Amphenol worth $8.13M as of Q2 2026.
  • Renaissance Investment Group bought 80,848 Amphenol shares in Q2 2026, an estimated $5.83M.
  • Amphenol made up 1.6% of Renaissance Investment Group's portfolio in Q2 2026, its #28 holding.
  • Renaissance Investment Group first reported a position in Amphenol in Q1 2026 and has held it in 2 quarters since.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Renaissance Investment Group's 13F filing for Q2 2026, filed 8 Jul 2026.