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True North Advisors’s Amphenol APH Stock Holding History

True North Advisors’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 		$3.74M Sell
21,215
-1,313
-6% -$189K 0.36% 55
2026
Q1 		$2.85M Sell
22,528
-6,992
-24% -$984K 0.32% 55
2025
Q4 		$3.99M Sell
29,520
-4,035
-12% -$540K 0.52% 36
2025
Q3 		$4.15M Sell
33,555
-2,985
-8% -$328K 0.66% 25
2025
Q2 		$3.61M Sell
36,540
-6,526
-15% -$534K 0.69% 26
2025
Q1 		$2.82M Sell
43,066
-6,095
-12% -$416K 0.5% 47
2024
Q4 		$3.41M Buy
+49,161
New +$3.44M 0.8% 24

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

True North Advisors's APH Position: Q2 2026 in Review

True North Advisors reduced its Amphenol (APH) stake by 5.8% in Q2 2026, selling an estimated $189K and leaving 21,215 shares worth $3.74M. The position accounts for 0.36% of the portfolio, ranked #55.

True North Advisors first reported a position in APH in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.15M in Q3 2025. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • True North Advisors held 21,215 shares of Amphenol worth $3.74M as of Q2 2026.
  • True North Advisors sold 1,313 Amphenol shares in Q2 2026, an estimated $189K.
  • Amphenol made up 0.36% of True North Advisors's portfolio in Q2 2026, its #55 holding.
  • True North Advisors first reported a position in Amphenol in Q4 2024 and has held it in 7 quarters since.
  • True North Advisors's Amphenol position peaked at $4.15M in Q3 2025.
  • 2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.