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Waverly Advisors’s Amphenol APH Stock Holding History

Waverly 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
Q1 		$3.98M Buy
31,493
+4,153
+15% +$585K 0.03% 465
2025
Q4 		$3.69M Buy
27,340
+19,258
+238% +$2.58M 0.03% 442
2025
Q3 		$1M Buy
8,082
+2,348
+41% +$258K 0.01% 641
2025
Q2 		$566K Buy
5,734
+151
+3% +$12.3K 0.01% 764
2025
Q1 		$366K Buy
5,583
+1,387
+33% +$94.6K ﹤0.01% 866
2024
Q4 		$291K Buy
+4,196
New +$294K ﹤0.01% 830
2024
Q3 		– Sell
-3,211
Closed -$216K – 808
2024
Q2 		$216K Buy
+3,211
New +$203K ﹤0.01% 752

Other funds holding APH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Waverly Advisors's APH Position: Q1 2026 in Review

Waverly Advisors increased its Amphenol (APH) stake by 15% in Q1 2026, buying an estimated $585K and bringing the position to 31,493 shares worth $3.98M. The position accounts for 0.03% of the portfolio, ranked #465.

Waverly Advisors first reported a position in APH in Q2 2024 and has held it in 7 quarters since. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Waverly Advisors held 31,493 shares of Amphenol worth $3.98M as of Q1 2026.
  • Waverly Advisors bought 4,153 Amphenol shares in Q1 2026, an estimated $585K.
  • Amphenol made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #465 holding.
  • Waverly Advisors first reported a position in Amphenol in Q2 2024 and has held it in 7 quarters since.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.