Wallace Advisory Group’s Amphenol APH Stock Holding History

Wallace Advisory Group’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	$445K	Sell	5,046 -1,198	-19%	-$86.4K	0.42%	63
2026 Q1	$394K	Sell	6,244 -1,196	-16%	-$84.2K	0.42%	51
2025 Q4	$503K	Sell	7,440 -5,564	-43%	-$372K	0.53%	41
2025 Q3	$642K	Sell	13,004 -2,582	-17%	-$142K	0.52%	49
2025 Q2	$511K	Sell	15,586 -312	-2%	-$12.8K	0.37%	78
2025 Q1	$552K	Sell	15,898 -10	-0.1%	-$341	0.38%	72
2024 Q4	$518K	Sell	15,908 -572	-3%	-$20K	0.36%	79
2024 Q3	$555K	Hold	16,480	–	–	0.41%	59
2024 Q2	$555K	Sell	16,480 -8,688	-35%	-$274K	0.4%	59
2024 Q1	$624K	Sell	25,168 -1,592	-6%	-$41.7K	0.47%	53
2023 Q4	$562K	Sell	26,760 -2,360	-8%	-$52.1K	0.44%	50
2023 Q3	$618K	Sell	29,120 -900	-3%	-$19.4K	0.44%	45
2023 Q2	$613K	Hold	30,020	–	–	0.47%	45
2023 Q1	$613K	Sell	30,020 -1,096	-4%	-$21.6K	0.47%	45
2022 Q4	$592K	Buy	+31,116	New	+$589K	0.47%	48

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

Wallace Advisory Group's APH Position: Q2 2026 in Review

Wallace Advisory Group reduced its Amphenol (APH) stake by 19% in Q2 2026, selling an estimated $86.4K and leaving 5,046 shares worth $445K. The position accounts for 0.42% of the portfolio, ranked #63.

Wallace Advisory Group first reported a position in APH in Q4 2022 and has held it in 15 quarters since. The position peaked at $642K in Q3 2025. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Wallace Advisory Group held 5,046 shares of Amphenol worth $445K as of Q2 2026.
Wallace Advisory Group sold 1,198 Amphenol shares in Q2 2026, an estimated $86.4K.
Amphenol made up 0.42% of Wallace Advisory Group's portfolio in Q2 2026, its #63 holding.
Wallace Advisory Group first reported a position in Amphenol in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's Amphenol position peaked at $642K in Q3 2025.
2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.