Scopus Asset Management’s Amphenol APH Stock Holding History

Scopus 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	–	Sell	-260,000	Closed	-$16.4M	–	267
2026 Q1	$16.4M	Sell	260,000 -150,000	-37%	-$10.6M	0.28%	120
2025 Q4	$27.7M	Sell	410,000 -50,000	-11%	-$3.34M	0.45%	79
2025 Q3	$28.5M	Buy	460,000 +145,000	+46%	+$7.96M	0.39%	95
2025 Q2	$15.6M	Sell	315,000 -5,000	-2%	-$204K	0.26%	115
2025 Q1	$10.5M	Buy	320,000 +20,000	+7%	+$682K	0.21%	133
2024 Q4	$10.4M	Hold	300,000	–	–	0.25%	118
2024 Q3	$9.77M	Sell	300,000 -100,000	-25%	-$3.24M	0.17%	163
2024 Q2	$13.5M	Buy	+400,000	New	+$12.6M	0.27%	118
2024 Q1	–	Sell	-400,000	Closed	-$9.91M	–	253
2023 Q4	$9.91M	Buy	+400,000	New	+$8.84M	0.25%	132

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

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

Scopus Asset Management sold out of Amphenol (APH) in Q2 2026, closing a stake of 231,988 shares — an estimated $14.7M sold.

Scopus Asset Management first reported a position in APH in Q3 2020 and held it in 17 quarters. The position peaked at $20.6M in Q3 2025. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Scopus Asset Management reported no remaining Amphenol position as of Q2 2026 after selling out during the quarter.
Scopus Asset Management sold 231,988 Amphenol shares in Q2 2026, an estimated $14.7M.
Scopus Asset Management first reported a position in Amphenol in Q3 2020 and held it in 17 quarters.
Scopus Asset Management's Amphenol position peaked at $20.6M in Q3 2025.
2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Scopus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.