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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 		– Sell
-1,600
Closed -$202K – 842
2026
Q1 		$202K Buy
+1,600
New +$225K ﹤0.01% 690

Other funds holding APH

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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. 525 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.
  • 525 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.