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Transform Wealth’s Amphenol APH Stock Holding History

Transform Wealth’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
2025
Q1 		$486K Sell
14,792
-868
-6% -$29.6K 0.03% 178
2024
Q4 		$545K Buy
15,660
+690
+5% +$24.2K 0.03% 177
2024
Q3 		$489K Sell
14,970
-750
-5% -$24.3K 0.03% 152
2024
Q2 		$530K Sell
15,720
-264
-2% -$8.33K 0.04% 146
2024
Q1 		$462K Buy
15,984
+2,256
+16% +$59.1K 0.04% 156
2023
Q4 		$341K Sell
13,728
-1,800
-12% -$39.8K 0.03% 197
2023
Q3 		$327K Sell
15,528
-200
-1% -$4.3K 0.03% 199
2023
Q2 		$335K Hold
15,728
– – 0.03% 211
2023
Q1 		$322K Hold
15,728
– – 0.03% 206
2022
Q4 		$300K Sell
15,728
-968
-6% -$18.3K 0.03% 188
2022
Q3 		$280K Sell
16,696
-300
-2% -$5.45K 0.04% 158
2022
Q2 		$274K Sell
16,996
-8,240
-33% -$143K 0.04% 170
2022
Q1 		$475K Hold
25,236
– – 0.05% 159
2021
Q4 		$552K Buy
25,236
+288
+1% +$5.83K 0.06% 152
2021
Q3 		$457K Buy
24,948
+52
+0.2% +$955 0.05% 167
2021
Q2 		$426K Sell
24,896
-6,724
-21% -$113K 0.05% 182
2021
Q1 		$521K Sell
31,620
-1,196
-4% -$19.4K 0.1% 152
2020
Q4 		$536K Sell
32,816
-1,744
-5% -$26.8K 0.11% 142
2020
Q3 		$468K Sell
34,560
-5,520
-14% -$72.7K 0.08% 148
2020
Q2 		$480K Sell
40,080
-5,112
-11% -$57.1K 0.08% 152
2020
Q1 		$412K Buy
45,192
+13,336
+42% +$159K 0.09% 154
2019
Q4 		$431K Buy
+31,856
New +$407K 0.07% 167

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Transform Wealth's APH Position: Q1 2025 in Review

Transform Wealth reduced its Amphenol (APH) stake by 5.5% in Q1 2025, selling an estimated $29.6K and leaving 14,792 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #178.

Transform Wealth first reported a position in APH in Q4 2019 and has held it in 22 quarters since. The position peaked at $552K in Q4 2021. 1,427 funds tracked by Wall St. Rank hold APH as of Q1 2025.

  • Transform Wealth held 14,792 shares of Amphenol worth $486K as of Q1 2025.
  • Transform Wealth sold 868 Amphenol shares in Q1 2025, an estimated $29.6K.
  • Amphenol made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #178 holding.
  • Transform Wealth first reported a position in Amphenol in Q4 2019 and has held it in 22 quarters since.
  • Transform Wealth's Amphenol position peaked at $552K in Q4 2021.
  • 1,427 funds tracked by Wall St. Rank held Amphenol as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.