VFA
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Valeo Financial Advisors’s Amphenol APH Stock Holding History

Valeo Financial 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
Q3 		$1.58M Buy
18,773
+1,709
+10% +$138K 0.03% 224
2026
Q2 		$1.5M Buy
17,064
+808
+5% +$58.2K 0.03% 234
2026
Q1 		$1.03M Sell
16,256
-7,046
-30% -$496K 0.02% 265
2025
Q4 		$1.57M Buy
23,302
+3,632
+18% +$243K 0.04% 207
2025
Q3 		$1.22M Buy
19,670
+634
+3% +$34.8K 0.03% 262
2025
Q2 		$943K Buy
19,036
+1,476
+8% +$60.4K 0.02% 317
2025
Q1 		$576K Buy
17,560
+342
+2% +$11.7K 0.02% 381
2024
Q4 		$598K Buy
17,218
+1,010
+6% +$35.4K 0.02% 371
2024
Q3 		$528K Buy
16,208
+1,732
+12% +$56.1K 0.02% 396
2024
Q2 		$488K Buy
14,476
+32
+0.2% +$1.01K 0.02% 391
2024
Q1 		$420K Sell
14,444
-120
-0.8% -$3.14K 0.02% 424
2023
Q4 		$361K Buy
14,564
+2,508
+21% +$55.4K 0.01% 437
2023
Q3 		$253K Buy
12,056
+2,160
+22% +$46.5K 0.01% 504
2023
Q2 		$210K Buy
+9,896
New +$192K 0.01% 535
2021
Q2 		– Sell
-2,000
Closed -$33K – 592
2021
Q1 		$33K Hold
2,000
– – ﹤0.01% 1005
2020
Q4 		$33K Sell
2,000
-896
-31% -$13.8K ﹤0.01% 908
2020
Q3 		$39K Sell
2,896
-2,632
-48% -$34.7K ﹤0.01% 724
2020
Q2 		$66K Buy
5,528
+16
+0.3% +$179 0.01% 627
2020
Q1 		$56K Buy
5,512
+3,512
+176% +$41.9K 0.01% 561
2019
Q4 		$27K Hold
2,000
– – ﹤0.01% 843
2019
Q3 		$24K Hold
2,000
– – ﹤0.01% 797
2019
Q2 		$24K Hold
2,000
– – ﹤0.01% 791
2019
Q1 		$24K Hold
2,000
– – ﹤0.01% 725
2018
Q4 		$20K Hold
2,000
– – ﹤0.01% 706
2018
Q3 		$22K Hold
2,000
– – ﹤0.01% 746
2018
Q2 		$23K Hold
2,000
– – ﹤0.01% 721
2018
Q1 		$22K Hold
2,000
– – ﹤0.01% 683
2017
Q4 		$22K Buy
2,000
+1,408
+238% +$15.5K ﹤0.01% 649
2017
Q3 		$6K Buy
+592
New +$5.82K ﹤0.01% 814

Other funds holding APH

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Valeo Financial Advisors's APH Position: Q3 2026 in Review

Valeo Financial Advisors increased its Amphenol (APH) stake by 10% in Q3 2026, buying an estimated $138K and bringing the position to 18,773 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #224.

Valeo Financial Advisors first reported a position in APH in Q3 2017 and has held it in 29 quarters since. 95 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Valeo Financial Advisors held 18,773 shares of Amphenol worth $1.58M as of Q3 2026.
  • Valeo Financial Advisors bought 1,709 Amphenol shares in Q3 2026, an estimated $138K.
  • Amphenol made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #224 holding.
  • Valeo Financial Advisors first reported a position in Amphenol in Q3 2017 and has held it in 29 quarters since.
  • 95 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.