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TruWealth Advisors’s Amphenol APH Stock Holding History

TruWealth 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
Q1 		$561K Buy
4,441
+38
+0.9% +$5.35K 0.03% 114
2025
Q4 		$595K Buy
4,403
+44
+1% +$5.88K 0.03% 113
2025
Q3 		$539K Buy
+4,359
New +$478K 0.03% 117

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TruWealth Advisors's APH Position: Q1 2026 in Review

TruWealth Advisors increased its Amphenol (APH) stake by 0.86% in Q1 2026, buying an estimated $5.35K and bringing the position to 4,441 shares worth $561K. The position accounts for 0.03% of the portfolio, ranked #114.

TruWealth Advisors first reported a position in APH in Q3 2025 and has held it in 3 quarters since. The position peaked at $595K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • TruWealth Advisors held 4,441 shares of Amphenol worth $561K as of Q1 2026.
  • TruWealth Advisors bought 38 Amphenol shares in Q1 2026, an estimated $5.35K.
  • Amphenol made up 0.03% of TruWealth Advisors's portfolio in Q1 2026, its #114 holding.
  • TruWealth Advisors first reported a position in Amphenol in Q3 2025 and has held it in 3 quarters since.
  • TruWealth Advisors's Amphenol position peaked at $595K in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.