Thurston Springer Miller Herd & Titak’s Amphenol APH Stock Holding History

Thurston Springer Miller Herd & Titak’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	$1.21M	Buy	13,766 +1,826	+15%	+$132K	0.44%	55
2026 Q1	$754K	Sell	11,940 -2,456	-17%	-$173K	0.31%	87
2025 Q4	$973K	Buy	14,396 +9,552	+197%	+$639K	0.34%	73
2025 Q3	$300K	Sell	4,844 -50,578	-91%	-$2.78M	0.59%	37
2025 Q2	$2.74M	Buy	55,422 +11,260	+25%	+$460K	0.35%	74
2025 Q1	$1.45M	Buy	44,162 +8,324	+23%	+$284K	0.24%	106
2024 Q4	$1.24M	Buy	35,838 +11,732	+49%	+$411K	0.25%	101
2024 Q3	$785K	Buy	24,106 +2,154	+10%	+$69.8K	0.22%	118
2024 Q2	$739K	Sell	21,952 -112,824	-84%	-$3.56M	0.23%	107
2024 Q1	$3.89M	Buy	+134,776	New	+$3.53M	1.56%	19

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

Thurston Springer Miller Herd & Titak's APH Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Amphenol (APH) stake by 15% in Q2 2026, buying an estimated $132K and bringing the position to 13,766 shares worth $1.21M. The position accounts for 0.44% of the portfolio, ranked #55.

Thurston Springer Miller Herd & Titak first reported a position in APH in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.89M in Q1 2024. 2,330 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Thurston Springer Miller Herd & Titak held 13,766 shares of Amphenol worth $1.21M as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 1,826 Amphenol shares in Q2 2026, an estimated $132K.
Amphenol made up 0.44% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #55 holding.
Thurston Springer Miller Herd & Titak first reported a position in Amphenol in Q1 2024 and has held it in 10 quarters since.
Thurston Springer Miller Herd & Titak's Amphenol position peaked at $3.89M in Q1 2024.
2,330 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.