Sawgrass Asset Management’s Amphenol APH Stock Holding History

Sawgrass Asset Management’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	$11M	Sell	62,638 -94	-0.1%	-$13.6K	1.46%	19
2026 Q1	$7.93M	Sell	62,732 -1,738	-3%	-$245K	1.19%	27
2025 Q4	$8.71M	Buy	64,470 +59,835	+1,291%	+$8M	1.09%	28
2025 Q3	$574K	Sell	4,635 -165	-3%	-$18.1K	0.07%	121
2025 Q2	$474K	Hold	4,800	–	–	0.05%	127
2025 Q1	$315K	Hold	4,800	–	–	0.04%	145
2024 Q4	$333K	Hold	4,800	–	–	0.04%	143
2024 Q3	$313K	Hold	4,800	–	–	0.03%	150
2024 Q2	$323K	Hold	4,800	–	–	0.04%	152
2024 Q1	$277K	Hold	4,800	–	–	0.03%	169
2023 Q4	$238K	Hold	4,800	–	–	0.03%	182
2023 Q3	$202K	Hold	4,800	–	–	0.02%	189
2023 Q2	$204K	Buy	+4,800	New	+$186K	0.03%	178

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sawgrass Asset Management's APH Position: Q2 2026 in Review

Sawgrass Asset Management reduced its Amphenol (APH) stake by 0.15% in Q2 2026, selling an estimated $13.6K and leaving 62,638 shares worth $11M. The position accounts for 1.46% of the portfolio, ranked #19.

Sawgrass Asset Management first reported a position in APH in Q2 2023 and has held it in 13 quarters since. 2,313 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Sawgrass Asset Management held 62,638 shares of Amphenol worth $11M as of Q2 2026.
Sawgrass Asset Management sold 94 Amphenol shares in Q2 2026, an estimated $13.6K.
Amphenol made up 1.46% of Sawgrass Asset Management's portfolio in Q2 2026, its #19 holding.
Sawgrass Asset Management first reported a position in Amphenol in Q2 2023 and has held it in 13 quarters since.
2,313 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Sawgrass Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.