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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
Q2 		$1.5M Buy
8,532
+404
+5% +$58.2K 0.03% 234
2026
Q1 		$1.03M Sell
8,128
-3,523
-30% -$496K 0.02% 265
2025
Q4 		$1.57M Buy
11,651
+1,816
+18% +$243K 0.04% 207
2025
Q3 		$1.22M Buy
9,835
+317
+3% +$34.8K 0.03% 262
2025
Q2 		$943K Buy
9,518
+738
+8% +$60.4K 0.02% 317
2025
Q1 		$576K Buy
8,780
+171
+2% +$11.7K 0.02% 381
2024
Q4 		$598K Buy
8,609
+505
+6% +$35.4K 0.02% 371
2024
Q3 		$528K Buy
8,104
+866
+12% +$56.1K 0.02% 396
2024
Q2 		$488K Buy
7,238
+16
+0.2% +$1.01K 0.02% 391
2024
Q1 		$420K Sell
7,222
-60
-0.8% -$3.14K 0.02% 424
2023
Q4 		$361K Buy
7,282
+1,254
+21% +$55.4K 0.01% 437
2023
Q3 		$253K Buy
6,028
+1,080
+22% +$46.5K 0.01% 504
2023
Q2 		$210K Buy
+4,948
New +$192K 0.01% 535
2021
Q2 		– Sell
-1,000
Closed -$33K – 592
2021
Q1 		$33K Hold
1,000
– – ﹤0.01% 1005
2020
Q4 		$33K Sell
1,000
-448
-31% -$13.8K ﹤0.01% 908
2020
Q3 		$39K Sell
1,448
-1,316
-48% -$34.7K ﹤0.01% 724
2020
Q2 		$66K Buy
2,764
+8
+0.3% +$179 0.01% 627
2020
Q1 		$56K Buy
2,756
+1,756
+176% +$41.9K 0.01% 561
2019
Q4 		$27K Hold
1,000
– – ﹤0.01% 843
2019
Q3 		$24K Hold
1,000
– – ﹤0.01% 797
2019
Q2 		$24K Hold
1,000
– – ﹤0.01% 791
2019
Q1 		$24K Hold
1,000
– – ﹤0.01% 725
2018
Q4 		$20K Hold
1,000
– – ﹤0.01% 706
2018
Q3 		$22K Hold
1,000
– – ﹤0.01% 746
2018
Q2 		$23K Hold
1,000
– – ﹤0.01% 721
2018
Q1 		$22K Hold
1,000
– – ﹤0.01% 683
2017
Q4 		$22K Buy
1,000
+704
+238% +$15.5K ﹤0.01% 649
2017
Q3 		$6K Buy
+296
New +$5.82K ﹤0.01% 814

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
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

Valeo Financial Advisors's APH Position: Q2 2026 in Review

Valeo Financial Advisors increased its Amphenol (APH) stake by 5% in Q2 2026, buying an estimated $58.2K and bringing the position to 8,532 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #234.

Valeo Financial Advisors first reported a position in APH in Q3 2017 and has held it in 28 quarters since. The position peaked at $1.57M in Q4 2025. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Valeo Financial Advisors held 8,532 shares of Amphenol worth $1.5M as of Q2 2026.
  • Valeo Financial Advisors bought 404 Amphenol shares in Q2 2026, an estimated $58.2K.
  • Amphenol made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #234 holding.
  • Valeo Financial Advisors first reported a position in Amphenol in Q3 2017 and has held it in 28 quarters since.
  • Valeo Financial Advisors's Amphenol position peaked at $1.57M in Q4 2025.
  • 2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.