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	6,883 +913	+15%	+$132K	0.44%	55
2026 Q1	$754K	Sell	5,970 -1,228	-17%	-$173K	0.31%	87
2025 Q4	$973K	Buy	7,198 +4,776	+197%	+$639K	0.34%	73
2025 Q3	$300K	Sell	2,422 -25,289	-91%	-$2.78M	0.59%	37
2025 Q2	$2.74M	Buy	27,711 +5,630	+25%	+$460K	0.35%	74
2025 Q1	$1.45M	Buy	22,081 +4,162	+23%	+$284K	0.24%	106
2024 Q4	$1.24M	Buy	17,919 +5,866	+49%	+$411K	0.25%	101
2024 Q3	$785K	Buy	12,053 +1,077	+10%	+$69.8K	0.22%	118
2024 Q2	$739K	Sell	10,976 -56,412	-84%	-$3.56M	0.23%	107
2024 Q1	$3.89M	Buy	+67,388	New	+$3.53M	1.56%	19

Other funds holding APH

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

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

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 6,883 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. 802 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Thurston Springer Miller Herd & Titak held 6,883 shares of Amphenol worth $1.21M as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 913 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.
802 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.