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WealthPlan Investment Management’s Amphenol APH Stock Holding History

WealthPlan Investment Management’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 		$288K Sell
1,631
-5,973
-79% -$861K 0.01% 405
2026
Q1 		$961K Buy
7,604
+2,922
+62% +$411K 0.05% 224
2025
Q4 		$633K Buy
+4,682
New +$626K 0.04% 232

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

WealthPlan Investment Management's APH Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Amphenol (APH) stake by 79% in Q2 2026, selling an estimated $861K and leaving 1,631 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #405.

WealthPlan Investment Management first reported a position in APH in Q4 2025 and has held it in 3 quarters since. The position peaked at $961K in Q1 2026. 825 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • WealthPlan Investment Management held 1,631 shares of Amphenol worth $288K as of Q2 2026.
  • WealthPlan Investment Management sold 5,973 Amphenol shares in Q2 2026, an estimated $861K.
  • Amphenol made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #405 holding.
  • WealthPlan Investment Management first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
  • WealthPlan Investment Management's Amphenol position peaked at $961K in Q1 2026.
  • 825 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.