Varma Mutual Pension Insurance Co’s Amphenol APH Stock Holding History

Varma Mutual Pension Insurance Co’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	$35M	Sell	198,389 -20,200	-9%	-$2.91M	0.19%	70
2026 Q1	$27.6M	Hold	218,589	–	–	0.16%	86
2025 Q4	$29.5M	Buy	218,589 +8,650	+4%	+$1.16M	0.18%	76
2025 Q3	$26M	Buy	209,939 +16,800	+9%	+$1.84M	0.17%	86
2025 Q2	$19.1M	Sell	193,139 -34,800	-15%	-$2.85M	0.14%	101
2025 Q1	$15M	Sell	227,939 -19,600	-8%	-$1.34M	0.13%	124
2024 Q4	$17.2M	Sell	247,539 -12,700	-5%	-$889K	0.13%	109
2024 Q3	$17.4M	Sell	260,239 -15,000	-5%	-$972K	0.14%	140
2024 Q2	$18.5M	Sell	275,239 -44,761	-14%	-$2.82M	0.15%	113
2024 Q1	$18.5M	Buy	+320,000	New	+$16.8M	0.16%	156
2023 Q1	–	Sell	-80,000	Closed	-$3.05M	–	215
2022 Q4	$3.05M	Buy	+80,000	New	+$3.03M	0.04%	222

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Varma Mutual Pension Insurance Co's APH Position: Q2 2026 in Review

Varma Mutual Pension Insurance Co reduced its Amphenol (APH) stake by 9.2% in Q2 2026, selling an estimated $2.91M and leaving 198,389 shares worth $35M. The position accounts for 0.19% of the portfolio, ranked #70.

Varma Mutual Pension Insurance Co first reported a position in APH in Q4 2022 and has held it in 11 quarters since. 2,323 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Varma Mutual Pension Insurance Co held 198,389 shares of Amphenol worth $35M as of Q2 2026.
Varma Mutual Pension Insurance Co sold 20,200 Amphenol shares in Q2 2026, an estimated $2.91M.
Amphenol made up 0.19% of Varma Mutual Pension Insurance Co's portfolio in Q2 2026, its #70 holding.
Varma Mutual Pension Insurance Co first reported a position in Amphenol in Q4 2022 and has held it in 11 quarters since.
2,323 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Varma Mutual Pension Insurance Co's 13F filing for Q2 2026, filed 12 Aug 2026.