Swedbank’s Amphenol APH Stock Holding History

Swedbank’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	$844M	Buy	4,784,087 +1,543,640	+48%	+$223M	0.73%	23
2026 Q1	$409M	Sell	3,240,447 -934,043	-22%	-$131M	0.43%	49
2025 Q4	$564M	Sell	4,174,490 -439,722	-10%	-$58.8M	0.55%	37
2025 Q3	$571M	Sell	4,614,212 -318,997	-6%	-$35M	0.58%	34
2025 Q2	$487M	Buy	4,933,209 +184,957	+4%	+$15.1M	0.55%	35
2025 Q1	$311M	Buy	4,748,252 +448,000	+10%	+$30.6M	0.41%	53
2024 Q4	$299M	Buy	4,300,252 +700,000	+19%	+$49M	0.37%	60
2024 Q3	$235M	Buy	3,600,252 +1,000,000	+38%	+$64.8M	0.3%	74
2024 Q2	$175M	Buy	+2,600,252	New	+$164M	0.23%	84
2024 Q1	–	Sell	-1,600,252	Closed	-$79.3M	–	593
2023 Q4	$79.3M	Sell	1,600,252 -300,000	-16%	-$13.3M	0.13%	143
2023 Q3	$79.8M	Sell	1,900,252 -1,160,000	-38%	-$49.9M	0.14%	128
2023 Q2	$130M	Buy	3,060,252 +960,000	+46%	+$37.3M	0.22%	92
2023 Q1	$85.8M	Buy	+2,100,252	New	+$82.9M	0.17%	115

Other funds holding APH

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Swedbank's APH Position: Q2 2026 in Review

Swedbank increased its Amphenol (APH) stake by 48% in Q2 2026, buying an estimated $223M and bringing the position to 4,784,087 shares worth $844M. The position accounts for 0.73% of the portfolio, ranked #23.

Swedbank first reported a position in APH in Q1 2023 and has held it in 13 quarters since. 838 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Swedbank held 4,784,087 shares of Amphenol worth $844M as of Q2 2026.
Swedbank bought 1,543,640 Amphenol shares in Q2 2026, an estimated $223M.
Amphenol made up 0.73% of Swedbank's portfolio in Q2 2026, its #23 holding.
Swedbank first reported a position in Amphenol in Q1 2023 and has held it in 13 quarters since.
838 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Swedbank's 13F filing for Q2 2026, filed 15 Jul 2026.