Watchtower Advisors’s Amphenol APH Stock Holding History

Watchtower 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	-14,756	Closed	-$932K	–	12
2026 Q1	$932K	Sell	14,756 -185,244	-93%	-$13M	0.66%	12
2025 Q4	$13.5M	Sell	200,000 -60,000	-23%	-$4.01M	8.16%	5
2025 Q3	$16.1M	Sell	260,000 -17,400	-6%	-$955K	7.51%	5
2025 Q2	$13.7M	Hold	277,400	–	–	8.11%	5
2025 Q1	$9.1M	Sell	277,400 -42,600	-13%	-$1.45M	6.6%	6
2024 Q4	$11.1M	Sell	320,000 -60,000	-16%	-$2.1M	6.29%	9
2024 Q3	$12.4M	Hold	380,000	–	–	5.74%	8
2024 Q2	$12.8M	Hold	380,000	–	–	8.25%	6
2024 Q1	$11M	Buy	380,000 +140,000	+58%	+$3.67M	6.08%	6
2023 Q4	$5.95M	Buy	+240,000	New	+$5.3M	3.99%	8

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 $3.38T AUM 44.17% 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

Watchtower Advisors's APH Position: Q2 2026 in Review

Watchtower Advisors sold out of Amphenol (APH) in Q2 2026, closing a stake of 14,756 shares — an estimated $932K sold.

Watchtower Advisors first reported a position in APH in Q4 2023 and held it in 10 quarters. The position peaked at $16.1M in Q3 2025. 2,339 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Watchtower Advisors reported no remaining Amphenol position as of Q2 2026 after selling out during the quarter.
Watchtower Advisors sold 14,756 Amphenol shares in Q2 2026, an estimated $932K.
Watchtower Advisors first reported a position in Amphenol in Q4 2023 and held it in 10 quarters.
Watchtower Advisors's Amphenol position peaked at $16.1M in Q3 2025.
2,339 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Watchtower Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.