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Sax Wealth Advisors’s Amphenol APH Stock Holding History

Sax 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 		$289K Buy
+2,290
New +$330K 0.01% 454
2026
Q1 		– Sell
-2,833
Closed -$383K – 483
2025
Q4 		$383K Buy
+2,833
New +$379K 0.02% 349

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

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

Sax Wealth Advisors opened a new position in Amphenol (APH) in Q2 2026: 2,290 shares worth $289K. The stake represents 0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in APH as recently as Q4 2025.

Sax Wealth Advisors first reported a position in APH in Q4 2025 and has held it in 2 quarters since. The position peaked at $383K in Q4 2025. 2,313 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Sax Wealth Advisors held 2,290 shares of Amphenol worth $289K as of Q2 2026.
  • Amphenol was a new Sax Wealth Advisors position in Q2 2026.
  • Amphenol made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #454 holding.
  • Sax Wealth Advisors first reported a position in Amphenol in Q4 2025 and has held it in 2 quarters since.
  • Sax Wealth Advisors's Amphenol position peaked at $383K in Q4 2025.
  • 2,313 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.