Riverwater Partners’s Amphenol APH Stock Holding History

Riverwater Partners’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	–	Sell	-8,780	Closed	-$555K	–	211
2026 Q1	$555K	Sell	8,780 -260	-3%	-$18.3K	0.18%	125
2025 Q4	$611K	Buy	9,040 +20	+0.2%	+$1.34K	0.24%	112
2025 Q3	$558K	Buy	9,020 +136	+2%	+$7.46K	0.23%	115
2025 Q2	$439K	Sell	8,884 -608	-6%	-$24.9K	0.21%	126
2025 Q1	$311K	Sell	9,492 -1,776	-16%	-$60.6K	0.16%	148
2024 Q4	$391K	Buy	11,268 +20	+0.2%	+$700	0.19%	127
2024 Q3	$349K	Hold	11,248	–	–	0.17%	145
2024 Q2	$379K	Sell	11,248 -1,104	-9%	-$34.8K	0.28%	111
2024 Q1	$356K	Sell	12,352 -400	-3%	-$10.5K	0.26%	122
2023 Q4	$316K	Hold	12,752	–	–	0.25%	130
2023 Q3	$268K	Sell	12,752 -1,260	-9%	-$27.1K	0.24%	150
2023 Q2	$298K	Hold	14,012	–	–	0.26%	130
2023 Q1	$286K	Hold	14,012	–	–	0.26%	124
2022 Q4	$267K	Hold	14,012	–	–	0.23%	143
2022 Q3	$235K	Hold	14,012	–	–	0.23%	147
2022 Q2	$226K	Buy	+14,012	New	+$244K	0.23%	159
2022 Q1	–	Sell	-15,756	Closed	-$345K	–	113
2021 Q4	$345K	Buy	+15,756	New	+$319K	0.31%	124

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

Riverwater Partners's APH Position: Q2 2026 in Review

Riverwater Partners sold out of Amphenol (APH) in Q2 2026, closing a stake of 8,780 shares — an estimated $555K sold.

Riverwater Partners first reported a position in APH in Q4 2021 and held it in 17 quarters. The position peaked at $611K in Q4 2025. 2,330 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Riverwater Partners reported no remaining Amphenol position as of Q2 2026 after selling out during the quarter.
Riverwater Partners sold 8,780 Amphenol shares in Q2 2026, an estimated $555K.
Riverwater Partners first reported a position in Amphenol in Q4 2021 and held it in 17 quarters.
Riverwater Partners's Amphenol position peaked at $611K in Q4 2025.
2,330 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.