Union Heritage Capital’s Amphenol APH Stock Holding History

Union Heritage Capital’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	$21.4M	Hold	121,190	–	–	7.24%	1
2026 Q1	$15.3M	Sell	121,190 -37,900	-24%	-$5.33M	5.69%	2
2025 Q4	$21.5M	Sell	159,090 -1,800	-1%	-$241K	7.28%	1
2025 Q3	$19.9M	Hold	160,890	–	–	6.46%	3
2025 Q2	$15.9M	Hold	160,890	–	–	5.53%	4
2025 Q1	$10.6M	Hold	160,890	–	–	3.93%	5
2024 Q4	$11.2M	Hold	160,890	–	–	4.13%	5
2024 Q3	$10.5M	Hold	160,890	–	–	3.87%	6
2024 Q2	$10.8M	Hold	160,890	–	–	4.26%	5
2024 Q1	$9.28M	Buy	160,890 +12,890	+9%	+$675K	3.68%	6
2023 Q4	$7.34M	Hold	148,000	–	–	3.8%	4
2023 Q3	$6.22M	Hold	148,000	–	–	3.52%	6
2023 Q2	$6.3M	Hold	148,000	–	–	3.41%	5
2023 Q1	$6.06M	Hold	148,000	–	–	3.68%	4
2022 Q4	$5.65M	Hold	148,000	–	–	3.45%	5
2022 Q3	$4.97M	Hold	148,000	–	–	3.3%	7
2022 Q2	$4.78M	Hold	148,000	–	–	3.08%	8
2022 Q1	$5.58M	Sell	148,000 -12,000	-8%	-$465K	3.09%	7
2021 Q4	$7M	Sell	160,000 -9,240	-5%	-$374K	3.28%	7
2021 Q3	$6.2M	Hold	169,240	–	–	2.91%	10
2021 Q2	$5.79M	Hold	169,240	–	–	2.7%	12
2021 Q1	$5.58M	Buy	+169,240	New	+$5.5M	2.78%	12

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

Union Heritage Capital's APH Position: Q2 2026 in Review

Union Heritage Capital held its Amphenol (APH) position steady in Q2 2026 at 121,190 shares worth $21.4M. The position accounts for 7.24% of the portfolio, ranked #1.

Union Heritage Capital first reported a position in APH in Q1 2021 and has held it in 22 quarters since. The position peaked at $21.5M in Q4 2025. 2,321 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Union Heritage Capital held 121,190 shares of Amphenol worth $21.4M as of Q2 2026.
Union Heritage Capital left its Amphenol share count unchanged in Q2 2026.
Amphenol made up 7.24% of Union Heritage Capital's portfolio in Q2 2026, its #1 holding.
Union Heritage Capital first reported a position in Amphenol in Q1 2021 and has held it in 22 quarters since.
Union Heritage Capital's Amphenol position peaked at $21.5M in Q4 2025.
2,321 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Union Heritage Capital's 13F filing for Q2 2026, filed 14 Aug 2026.