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UP Strategic Wealth Investment Advisors’s Amphenol APH Stock Holding History

UP Strategic Wealth Investment 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 		$281K Hold
3,266
– – 0.17% 79
2026
Q1 		$223K Hold
3,266
– – 0.14% 87
2025
Q4 		$222K Hold
3,266
– – 0.16% 81
2025
Q3 		$205K Buy
+3,266
New +$179K 0.15% 83

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 $3.38T AUM 44.17% 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

UP Strategic Wealth Investment Advisors's APH Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors held its Amphenol (APH) position steady in Q2 2026 at 3,266 shares worth $281K. The position accounts for 0.17% of the portfolio, ranked #79.

UP Strategic Wealth Investment Advisors first reported a position in APH in Q3 2025 and has held it in 4 quarters since. 2,342 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 3,266 shares of Amphenol worth $281K as of Q2 2026.
  • UP Strategic Wealth Investment Advisors left its Amphenol share count unchanged in Q2 2026.
  • Amphenol made up 0.17% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Amphenol in Q3 2025 and has held it in 4 quarters since.
  • 2,342 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.