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Rooted Wealth Advisors’s Amphenol APH Stock Holding History

Rooted Wealth Advisors’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 		$594K Buy
3,369
+480
+17% +$69.2K 0.15% 87
2026
Q1 		$441K Buy
2,889
+1,103
+62% +$155K 0.12% 89
2025
Q4 		$232K Buy
+1,786
New +$239K 0.07% 128

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 $3.37T AUM 44.26% 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

Rooted Wealth Advisors's APH Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Amphenol (APH) stake by 17% in Q2 2026, buying an estimated $69.2K and bringing the position to 3,369 shares worth $594K. The position accounts for 0.15% of the portfolio, ranked #87.

Rooted Wealth Advisors first reported a position in APH in Q4 2025 and has held it in 3 quarters since. 2,323 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Rooted Wealth Advisors held 3,369 shares of Amphenol worth $594K as of Q2 2026.
  • Rooted Wealth Advisors bought 480 Amphenol shares in Q2 2026, an estimated $69.2K.
  • Amphenol made up 0.15% of Rooted Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Rooted Wealth Advisors first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
  • 2,323 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.