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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
Q2 		$58.2M Sell
660,596
-96,864
-13% -$6.98M 4.73% 2
2026
Q1 		$47.9M Sell
757,460
-468,224
-38% -$33M 4.12% 5
2025
Q4 		$82.8M Sell
1,225,684
-38,778
-3% -$2.59M 5.9% 2
2025
Q3 		$78.2M Sell
1,264,462
-12,920
-1% -$709K 5.46% 3
2025
Q2 		$63.1M Buy
1,277,382
+4,736
+0.4% +$194K 4.53% 6
2025
Q1 		$41.7M Buy
1,272,646
+109,046
+9% +$3.72M 3.43% 13
2024
Q4 		$40.4M Sell
1,163,600
-77,720
-6% -$2.72M 3.17% 15
2024
Q3 		$40.4M Sell
1,241,320
-18,154
-1% -$588K 2.88% 19
2024
Q2 		$42.4M Sell
1,259,474
-220,130
-15% -$6.95M 3.25% 16
2024
Q1 		$42.7M Sell
1,479,604
-6,828
-0.5% -$179K 3.41% 15
2023
Q4 		$36.8M Buy
1,486,432
+8,824
+0.6% +$195K 3.06% 15
2023
Q3 		$31M Buy
1,477,608
+8,660
+0.6% +$186K 2.9% 16
2023
Q2 		$31.2M Buy
1,468,948
+15,556
+1% +$302K 2.84% 18
2023
Q1 		$29.7M Sell
1,453,392
-14,024
-1% -$277K 2.84% 17
2022
Q4 		$27.9M Sell
1,467,416
-33,500
-2% -$634K 2.98% 15
2022
Q3 		$25.1M Sell
1,500,916
-43,920
-3% -$798K 2.87% 17
2022
Q2 		$24.9M Sell
1,544,836
-177,684
-10% -$3.09M 2.66% 20
2022
Q1 		$32.4M Sell
1,722,520
-31,692
-2% -$614K 2.79% 23
2021
Q4 		$38.4M Buy
1,754,212
+16,476
+0.9% +$334K 2.98% 18
2021
Q3 		$31.8M Buy
1,737,736
+32,508
+2% +$597K 2.55% 23
2021
Q2 		$29.2M Buy
1,705,228
+22,084
+1% +$373K 2.28% 26
2021
Q1 		$27.8M Buy
1,683,144
+158,808
+10% +$2.58M 2.35% 24
2020
Q4 		$24.9M Buy
1,524,336
+56,256
+4% +$864K 2.28% 22
2020
Q3 		$19.9M Buy
1,468,080
+106,296
+8% +$1.4M 2% 24
2020
Q2 		$16.3M Buy
+1,361,784
New +$15.2M 1.91% 26

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

Sandhill Capital Partners's APH Position: Q2 2026 in Review

Sandhill Capital Partners reduced its Amphenol (APH) stake by 13% in Q2 2026, selling an estimated $6.98M and leaving 660,596 shares worth $58.2M. The position accounts for 4.73% of the portfolio, ranked #2.

Sandhill Capital Partners first reported a position in APH in Q2 2020 and has held it in 25 quarters since. The position peaked at $82.8M in Q4 2025. 2,338 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Sandhill Capital Partners held 660,596 shares of Amphenol worth $58.2M as of Q2 2026.
  • Sandhill Capital Partners sold 96,864 Amphenol shares in Q2 2026, an estimated $6.98M.
  • Amphenol made up 4.73% of Sandhill Capital Partners's portfolio in Q2 2026, its #2 holding.
  • Sandhill Capital Partners first reported a position in Amphenol in Q2 2020 and has held it in 25 quarters since.
  • Sandhill Capital Partners's Amphenol position peaked at $82.8M in Q4 2025.
  • 2,338 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Sandhill Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.