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Scharf Investments’s Amphenol APH Stock Holding History

Scharf Investments’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 		$640K Sell
3,631
-1,248
-26% -$180K 0.02% 65
2026
Q1 		$616K Sell
4,879
-2,155
-31% -$303K 0.02% 64
2025
Q4 		$951K Buy
+7,034
New +$941K 0.03% 58

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Scharf Investments's APH Position: Q2 2026 in Review

Scharf Investments reduced its Amphenol (APH) stake by 26% in Q2 2026, selling an estimated $180K and leaving 3,631 shares worth $640K. The position accounts for 0.02% of the portfolio, ranked #65.

Scharf Investments first reported a position in APH in Q4 2025 and has held it in 3 quarters since. The position peaked at $951K in Q4 2025. 1,393 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Scharf Investments held 3,631 shares of Amphenol worth $640K as of Q2 2026.
  • Scharf Investments sold 1,248 Amphenol shares in Q2 2026, an estimated $180K.
  • Amphenol made up 0.02% of Scharf Investments's portfolio in Q2 2026, its #65 holding.
  • Scharf Investments first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
  • Scharf Investments's Amphenol position peaked at $951K in Q4 2025.
  • 1,393 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.