Tortoise Investment Management’s Amphenol APH Stock Holding History

Tortoise Investment 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	$288K	Buy	+1,632	New	+$235K	0.02%	212
2025 Q4	–	Sell	-1,444	Closed	-$179K	–	313
2025 Q3	$179K	Buy	1,444 +13	+0.9%	+$1.43K	0.02%	241
2025 Q2	$141K	Buy	1,431 +55	+4%	+$4.5K	0.01%	258
2025 Q1	$90.3K	Hold	1,376	–	–	0.01%	305
2024 Q4	$95.6K	Sell	1,376 -1,140	-45%	-$79.8K	0.01%	319
2024 Q3	$164K	Hold	2,516	–	–	0.02%	248
2024 Q2	$170K	Hold	2,516	–	–	0.02%	237
2024 Q1	$145K	Buy	2,516 +64	+3%	+$3.35K	0.02%	252
2023 Q4	$122K	Hold	2,452	–	–	0.02%	256
2023 Q3	$103K	Sell	2,452 -300	-11%	-$12.9K	0.02%	266
2023 Q2	$117K	Hold	2,752	–	–	0.02%	260
2023 Q1	$112K	Sell	2,752 -1,000	-27%	-$39.5K	0.02%	253
2022 Q4	$143K	Hold	3,752	–	–	0.03%	218
2022 Q3	$126K	Sell	3,752 -1,000	-21%	-$36.3K	0.02%	225
2022 Q2	$153K	Hold	4,752	–	–	0.03%	191
2022 Q1	$179K	Hold	4,752	–	–	0.03%	189
2021 Q4	$208K	Hold	4,752	–	–	0.04%	166
2021 Q3	$174K	Hold	4,752	–	–	0.04%	167
2021 Q2	$163K	Hold	4,752	–	–	0.03%	172
2021 Q1	$157K	Hold	4,752	–	–	0.03%	164
2020 Q4	$155K	Hold	4,752	–	–	0.04%	159
2020 Q3	$129K	Sell	4,752 -800	-14%	-$21.1K	0.03%	168
2020 Q2	$133K	Hold	5,552	–	–	0.03%	156
2020 Q1	$101K	Sell	5,552 -800	-13%	-$19.1K	0.03%	174
2019 Q4	$172K	Hold	6,352	–	–	0.04%	150
2019 Q3	$153K	Hold	6,352	–	–	0.04%	153
2019 Q2	$152K	Hold	6,352	–	–	0.04%	154
2019 Q1	$150K	Sell	6,352 -600	-9%	-$13.4K	0.04%	153
2018 Q4	$141K	Sell	6,952 -476	-6%	-$10.2K	0.04%	158
2018 Q3	$175K	Hold	7,428	–	–	0.05%	144
2018 Q2	$162K	Hold	7,428	–	–	0.04%	151
2018 Q1	$160K	Hold	7,428	–	–	0.04%	149
2017 Q4	$163K	Buy	7,428 +164	+2%	+$3.61K	0.05%	146
2017 Q3	$154K	Hold	7,264	–	–	0.05%	145
2017 Q2	$134K	Hold	7,264	–	–	0.04%	141
2017 Q1	$129K	Hold	7,264	–	–	0.04%	131
2016 Q4	$122K	Hold	7,264	–	–	0.04%	131
2016 Q3	$118K	Hold	7,264	–	–	0.04%	119
2016 Q2	$104K	Hold	7,264	–	–	0.04%	131
2016 Q1	$105K	Sell	7,264 -2,000	-22%	-$26K	0.04%	130
2015 Q4	$121K	Hold	9,264	–	–	0.04%	134
2015 Q3	$118K	Hold	9,264	–	–	0.04%	132
2015 Q2	$134K	Hold	9,264	–	–	0.05%	133
2015 Q1	$136K	Sell	9,264 -144	-2%	-$2.02K	0.05%	131
2014 Q4	$127K	Buy	9,408 +144	+2%	+$1.84K	0.05%	136
2014 Q3	$116K	Hold	9,264	–	–	0.05%	136
2014 Q2	$112K	Hold	9,264	–	–	0.05%	139
2014 Q1	$106K	Hold	9,264	–	–	0.05%	135
2013 Q4	$103K	Buy	+9,264	New	+$95.8K	0.06%	128

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

Tortoise Investment Management's APH Position: Q2 2026 in Review

Tortoise Investment Management opened a new position in Amphenol (APH) in Q2 2026: 1,632 shares worth $288K. The stake represents 0.02% of the portfolio and ranks #212 among its holdings. This is a return to the name: Tortoise Investment Management previously reported a position in APH as recently as Q3 2025.

Tortoise Investment Management first reported a position in APH in Q4 2013 and has held it in 49 quarters since. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Tortoise Investment Management held 1,632 shares of Amphenol worth $288K as of Q2 2026.
Amphenol was a new Tortoise Investment Management position in Q2 2026.
Amphenol made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #212 holding.
Tortoise Investment Management first reported a position in Amphenol in Q4 2013 and has held it in 49 quarters since.
2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.