UFPG
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United Financial Planning Group’s Amphenol APH Stock Holding History

United Financial Planning Group’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 		– Sell
-18
Closed -$2.43K – 471
2025
Q4 		$2.43K Buy
+18
New +$2.41K ﹤0.01% 323

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

United Financial Planning Group's APH Position: Q1 2026 in Review

United Financial Planning Group sold out of Amphenol (APH) in Q1 2026, closing a stake of 18 shares — an estimated $2.43K sold.

United Financial Planning Group first reported a position in APH in Q4 2025 and held it in 1 quarter. The position peaked at $2.43K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • United Financial Planning Group reported no remaining Amphenol position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 18 Amphenol shares in Q1 2026, an estimated $2.43K.
  • United Financial Planning Group first reported a position in Amphenol in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Amphenol position peaked at $2.43K in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.