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 Q1	$555K	Sell	4,390 -130	-3%	-$18.3K	0.18%	125
2025 Q4	$611K	Buy	4,520 +10	+0.2%	+$1.34K	0.24%	112
2025 Q3	$558K	Buy	4,510 +68	+2%	+$7.46K	0.23%	115
2025 Q2	$439K	Sell	4,442 -304	-6%	-$24.9K	0.21%	126
2025 Q1	$311K	Sell	4,746 -888	-16%	-$60.6K	0.16%	148
2024 Q4	$391K	Buy	5,634 +10	+0.2%	+$700	0.19%	127
2024 Q3	$349K	Hold	5,624	–	–	0.17%	145
2024 Q2	$379K	Sell	5,624 -552	-9%	-$34.8K	0.28%	111
2024 Q1	$356K	Sell	6,176 -200	-3%	-$10.5K	0.26%	122
2023 Q4	$316K	Hold	6,376	–	–	0.25%	130
2023 Q3	$268K	Sell	6,376 -630	-9%	-$27.1K	0.24%	150
2023 Q2	$298K	Hold	7,006	–	–	0.26%	130
2023 Q1	$286K	Hold	7,006	–	–	0.26%	124
2022 Q4	$267K	Hold	7,006	–	–	0.23%	143
2022 Q3	$235K	Hold	7,006	–	–	0.23%	147
2022 Q2	$226K	Buy	+7,006	New	+$244K	0.23%	159
2022 Q1	–	Sell	-7,878	Closed	-$345K	–	113
2021 Q4	$345K	Buy	+7,878	New	+$319K	0.31%	124

Other funds holding APH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Riverwater Partners's APH Position: Q1 2026 in Review

Riverwater Partners reduced its Amphenol (APH) stake by 2.9% in Q1 2026, selling an estimated $18.3K and leaving 4,390 shares worth $555K. The position accounts for 0.18% of the portfolio, ranked #125.

Riverwater Partners first reported a position in APH in Q4 2021 and has held it in 17 quarters since. The position peaked at $611K in Q4 2025. 2,116 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Riverwater Partners held 4,390 shares of Amphenol worth $555K as of Q1 2026.
Riverwater Partners sold 130 Amphenol shares in Q1 2026, an estimated $18.3K.
Amphenol made up 0.18% of Riverwater Partners's portfolio in Q1 2026, its #125 holding.
Riverwater Partners first reported a position in Amphenol in Q4 2021 and has held it in 17 quarters since.
Riverwater Partners's Amphenol position peaked at $611K in Q4 2025.
2,116 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.