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	–	269
2026 Q1	$16.4M	Buy	260,000 +150,000	+136%	+$10.6M	0.28%	121
2025 Q4	$7.43M	Buy	110,000 +50,000	+83%	+$3.34M	0.12%	201
2025 Q3	$3.71M	Buy	60,000 +1,000	+2%	+$54.9K	0.05%	256
2025 Q2	$2.91M	Sell	59,000 -41,000	-41%	-$1.68M	0.05%	244
2025 Q1	$3.28M	Sell	100,000 -60,000	-38%	-$2.05M	0.06%	210
2024 Q4	$5.56M	Buy	160,000 +20,000	+14%	+$700K	0.13%	156
2024 Q3	$4.56M	Hold	140,000	–	–	0.08%	234
2024 Q2	$4.72M	Sell	140,000 -60,000	-30%	-$1.89M	0.1%	183
2024 Q1	$5.77M	Buy	+200,000	New	+$5.24M	0.12%	204
2023 Q4	–	Sell	-240,000	Closed	-$5.04M	–	227
2023 Q3	$5.04M	Buy	+240,000	New	+$5.16M	0.14%	157
2022 Q1	–	Sell	-120,000	Closed	-$2.62M	–	257
2021 Q4	$2.62M	Hold	120,000	–	–	0.06%	248
2021 Q3	$2.2M	Hold	120,000	–	–	0.04%	295
2021 Q2	$2.05M	Sell	120,000 -60,000	-33%	-$1.01M	0.03%	315
2021 Q1	$2.97M	Buy	180,000 +20,000	+13%	+$325K	0.04%	272
2020 Q4	$2.62M	Buy	+160,000	New	+$2.46M	0.04%	272

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.