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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
7,396
-434
-6% -$29.6K 0.03% 178
2024
Q4 		$545K Buy
7,830
+345
+5% +$24.2K 0.03% 177
2024
Q3 		$489K Sell
7,485
-375
-5% -$24.3K 0.03% 152
2024
Q2 		$530K Sell
7,860
-132
-2% -$8.33K 0.04% 146
2024
Q1 		$462K Buy
7,992
+1,128
+16% +$59.1K 0.04% 156
2023
Q4 		$341K Sell
6,864
-900
-12% -$39.8K 0.03% 197
2023
Q3 		$327K Sell
7,764
-100
-1% -$4.3K 0.03% 199
2023
Q2 		$335K Hold
7,864
– – 0.03% 211
2023
Q1 		$322K Hold
7,864
– – 0.03% 206
2022
Q4 		$300K Sell
7,864
-484
-6% -$18.3K 0.03% 188
2022
Q3 		$280K Sell
8,348
-150
-2% -$5.45K 0.04% 158
2022
Q2 		$274K Sell
8,498
-4,120
-33% -$143K 0.04% 170
2022
Q1 		$475K Hold
12,618
– – 0.05% 159
2021
Q4 		$552K Buy
12,618
+144
+1% +$5.83K 0.06% 152
2021
Q3 		$457K Buy
12,474
+26
+0.2% +$955 0.05% 167
2021
Q2 		$426K Sell
12,448
-3,362
-21% -$113K 0.05% 182
2021
Q1 		$521K Sell
15,810
-598
-4% -$19.4K 0.1% 152
2020
Q4 		$536K Sell
16,408
-872
-5% -$26.8K 0.11% 142
2020
Q3 		$468K Sell
17,280
-2,760
-14% -$72.7K 0.08% 148
2020
Q2 		$480K Sell
20,040
-2,556
-11% -$57.1K 0.08% 152
2020
Q1 		$412K Buy
22,596
+6,668
+42% +$159K 0.09% 154
2019
Q4 		$431K Buy
+15,928
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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 7,396 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. 1,425 funds tracked by Wall St. Rank hold APH as of Q1 2025.

  • Transform Wealth held 7,396 shares of Amphenol worth $486K as of Q1 2025.
  • Transform Wealth sold 434 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.
  • 1,425 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.