Scharf Investments’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$640K Sell
7,262
-2,496
-26% -$180K 0.02% 65
2026
Q1
$616K Sell
9,758
-4,310
-31% -$303K 0.02% 64
2025
Q4
$951K Buy
+14,068
New +$941K 0.03% 58

Other funds holding APH

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 7,262 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. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Scharf Investments held 7,262 shares of Amphenol worth $640K as of Q2 2026.
  • Scharf Investments sold 2,496 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.
  • 2,340 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.