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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
Q1 		$223K Hold
1,633
– – 0.14% 87
2025
Q4 		$222K Hold
1,633
– – 0.16% 81
2025
Q3 		$205K Buy
+1,633
New +$179K 0.15% 83

Other funds holding APH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's APH Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its Amphenol (APH) position steady in Q1 2026 at 1,633 shares worth $223K. The position accounts for 0.14% of the portfolio, ranked #87.

UP Strategic Wealth Investment Advisors first reported a position in APH in Q3 2025 and has held it in 3 quarters since. 2,115 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 1,633 shares of Amphenol worth $223K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors left its Amphenol share count unchanged in Q1 2026.
  • Amphenol made up 0.14% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #87 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Amphenol in Q3 2025 and has held it in 3 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.