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Root Financial Partners’s Amphenol APH Stock Holding History

Root Financial 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 		$265K Buy
2,094
+224
+12% +$31.5K 0.01% 281
2025
Q4 		$253K Sell
1,870
-20
-1% -$2.67K 0.01% 253
2025
Q3 		$234K Buy
+1,890
New +$207K 0.01% 251

Other funds holding APH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Root Financial Partners's APH Position: Q1 2026 in Review

Root Financial Partners increased its Amphenol (APH) stake by 12% in Q1 2026, buying an estimated $31.5K and bringing the position to 2,094 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #281.

Root Financial Partners first reported a position in APH in Q3 2025 and has held it in 3 quarters since. 2,115 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Root Financial Partners held 2,094 shares of Amphenol worth $265K as of Q1 2026.
  • Root Financial Partners bought 224 Amphenol shares in Q1 2026, an estimated $31.5K.
  • Amphenol made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #281 holding.
  • Root Financial Partners first reported a position in Amphenol in Q3 2025 and has held it in 3 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.