SWS Partners’s Amphenol APH Stock Holding History

SWS Partners’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	$2.98M	Sell	16,868 -7,718	-31%	-$1.11M	0.64%	56
2026 Q1	$3.11M	Buy	24,586 +393	+2%	+$55.3K	0.77%	47
2025 Q4	$3.28M	Sell	24,193 -2,474	-9%	-$331K	0.79%	41
2025 Q3	$3.3M	Buy	26,667 +717	+3%	+$78.7K	0.81%	42
2025 Q2	$2.57M	Sell	25,950 -537	-2%	-$43.9K	0.69%	51
2025 Q1	$1.74M	Buy	26,487 +648	+3%	+$44.2K	0.57%	70
2024 Q4	$1.8M	Sell	25,839 -1,253	-5%	-$87.7K	0.54%	70
2024 Q3	$1.77M	Buy	+27,092	New	+$1.76M	0.56%	72
2019 Q3	$223K	Sell	8,700 -936	-10%	-$21.6K	0.13%	108
2019 Q2	$232K	Buy	+9,636	New	+$232K	0.15%	109

Other funds holding APH

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ECU

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ATO

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

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

SWS Partners's APH Position: Q2 2026 in Review

SWS Partners reduced its Amphenol (APH) stake by 31% in Q2 2026, selling an estimated $1.11M and leaving 16,868 shares worth $2.98M. The position accounts for 0.64% of the portfolio, ranked #56.

SWS Partners first reported a position in APH in Q2 2019 and has held it in 10 quarters since. The position peaked at $3.3M in Q3 2025. 1,191 funds tracked by Wall St. Rank hold APH as of Q2 2026.

SWS Partners held 16,868 shares of Amphenol worth $2.98M as of Q2 2026.
SWS Partners sold 7,718 Amphenol shares in Q2 2026, an estimated $1.11M.
Amphenol made up 0.64% of SWS Partners's portfolio in Q2 2026, its #56 holding.
SWS Partners first reported a position in Amphenol in Q2 2019 and has held it in 10 quarters since.
SWS Partners's Amphenol position peaked at $3.3M in Q3 2025.
1,191 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.