Root Financial Partners
APH icon

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
Q3 		$479K Buy
5,680
+810
+17% +$65.2K 0.02% 231
2026
Q2 		$429K Buy
4,870
+682
+16% +$49.2K 0.02% 222
2026
Q1 		$265K Buy
4,188
+448
+12% +$31.5K 0.01% 281
2025
Q4 		$253K Sell
3,740
-40
-1% -$2.68K 0.01% 253
2025
Q3 		$234K Buy
+3,780
New +$207K 0.01% 251

Other funds holding APH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's APH Position: Q3 2026 in Review

Root Financial Partners increased its Amphenol (APH) stake by 17% in Q3 2026, buying an estimated $65.2K and bringing the position to 5,680 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #231.

Root Financial Partners first reported a position in APH in Q3 2025 and has held it in 5 quarters since. 2,054 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Root Financial Partners held 5,680 shares of Amphenol worth $479K as of Q3 2026.
  • Root Financial Partners bought 810 Amphenol shares in Q3 2026, an estimated $65.2K.
  • Amphenol made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #231 holding.
  • Root Financial Partners first reported a position in Amphenol in Q3 2025 and has held it in 5 quarters since.
  • 2,054 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.