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Sandhill Capital Partners’s Amphenol APH Stock Holding History

Sandhill Capital 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 		$47.9M Sell
378,730
-234,112
-38% -$33M 4.12% 5
2025
Q4 		$82.8M Sell
612,842
-19,389
-3% -$2.59M 5.9% 2
2025
Q3 		$78.2M Sell
632,231
-6,460
-1% -$709K 5.46% 3
2025
Q2 		$63.1M Buy
638,691
+2,368
+0.4% +$194K 4.53% 6
2025
Q1 		$41.7M Buy
636,323
+54,523
+9% +$3.72M 3.43% 13
2024
Q4 		$40.4M Sell
581,800
-38,860
-6% -$2.72M 3.17% 15
2024
Q3 		$40.4M Sell
620,660
-9,077
-1% -$588K 2.88% 19
2024
Q2 		$42.4M Sell
629,737
-110,065
-15% -$6.94M 3.25% 16
2024
Q1 		$42.7M Sell
739,802
-3,414
-0.5% -$179K 3.41% 15
2023
Q4 		$36.8M Buy
743,216
+4,412
+0.6% +$195K 3.06% 15
2023
Q3 		$31M Buy
738,804
+4,330
+0.6% +$186K 2.9% 16
2023
Q2 		$31.2M Buy
734,474
+7,778
+1% +$302K 2.84% 18
2023
Q1 		$29.7M Sell
726,696
-7,012
-1% -$277K 2.84% 17
2022
Q4 		$27.9M Sell
733,708
-16,750
-2% -$634K 2.98% 15
2022
Q3 		$25.1M Sell
750,458
-21,960
-3% -$798K 2.87% 17
2022
Q2 		$24.9M Sell
772,418
-88,842
-10% -$3.09M 2.66% 20
2022
Q1 		$32.4M Sell
861,260
-15,846
-2% -$614K 2.79% 23
2021
Q4 		$38.4M Buy
877,106
+8,238
+0.9% +$334K 2.98% 18
2021
Q3 		$31.8M Buy
868,868
+16,254
+2% +$597K 2.55% 23
2021
Q2 		$29.2M Buy
852,614
+11,042
+1% +$373K 2.28% 26
2021
Q1 		$27.8M Buy
841,572
+79,404
+10% +$2.58M 2.35% 24
2020
Q4 		$24.9M Buy
762,168
+28,128
+4% +$864K 2.28% 22
2020
Q3 		$19.9M Buy
734,040
+53,148
+8% +$1.4M 2% 24
2020
Q2 		$16.3M Buy
+680,892
New +$15.2M 1.91% 26

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

Sandhill Capital Partners's APH Position: Q1 2026 in Review

Sandhill Capital Partners reduced its Amphenol (APH) stake by 38% in Q1 2026, selling an estimated $33M and leaving 378,730 shares worth $47.9M. The position accounts for 4.12% of the portfolio, ranked #5.

Sandhill Capital Partners first reported a position in APH in Q2 2020 and has held it in 24 quarters since. The position peaked at $82.8M in Q4 2025. 2,116 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Sandhill Capital Partners held 378,730 shares of Amphenol worth $47.9M as of Q1 2026.
  • Sandhill Capital Partners sold 234,112 Amphenol shares in Q1 2026, an estimated $33M.
  • Amphenol made up 4.12% of Sandhill Capital Partners's portfolio in Q1 2026, its #5 holding.
  • Sandhill Capital Partners first reported a position in Amphenol in Q2 2020 and has held it in 24 quarters since.
  • Sandhill Capital Partners's Amphenol position peaked at $82.8M in Q4 2025.
  • 2,116 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Sandhill Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.