Wealthspire Advisors (New York)’s Amphenol APH Stock Holding History

Wealthspire Advisors (New York)’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	$655K	Sell	5,187 -6,777	-57%	-$954K	0.01%	501
2025 Q4	$1.62M	Buy	11,964 +5,280	+79%	+$706K	0.01%	332
2025 Q3	$827K	Sell	6,684 -457	-6%	-$50.1K	﹤0.01%	425
2025 Q2	$705K	Buy	7,141 +778	+12%	+$63.6K	﹤0.01%	455
2025 Q1	$417K	Sell	6,363 -148	-2%	-$10.1K	﹤0.01%	563
2024 Q4	$452K	Buy	6,511 +58	+0.9%	+$4.06K	﹤0.01%	540
2024 Q3	$420K	Buy	6,453 +1,713	+36%	+$111K	﹤0.01%	535
2024 Q2	$319K	Sell	4,740 -500	-10%	-$31.5K	﹤0.01%	528
2024 Q1	$302K	Sell	5,240 -952	-15%	-$49.9K	﹤0.01%	518
2023 Q4	$307K	Buy	6,192 +224	+4%	+$9.89K	﹤0.01%	517
2023 Q3	$251K	Buy	5,968 +384	+7%	+$16.5K	﹤0.01%	518
2023 Q2	$237K	Buy	+5,584	New	+$217K	﹤0.01%	493
2023 Q1	–	Sell	-6,670	Closed	-$254K	–	538
2022 Q4	$254K	Buy	+6,670	New	+$252K	﹤0.01%	491
2022 Q3	–	Sell	-9,538	Closed	-$307K	–	511
2022 Q2	$307K	Buy	+9,538	New	+$332K	0.01%	396
2022 Q1	–	Sell	-7,550	Closed	-$330K	–	440
2021 Q4	$330K	Sell	7,550 -14,228	-65%	-$576K	0.01%	401
2021 Q3	$797K	Buy	+21,778	New	+$800K	0.02%	281
2021 Q2	–	Sell	-21,936	Closed	-$724K	–	388
2021 Q1	$724K	Buy	21,936 +4,272	+24%	+$139K	0.02%	315
2020 Q4	$577K	Buy	17,664 +7,392	+72%	+$227K	0.02%	278
2020 Q3	$278K	Sell	10,272 -792	-7%	-$20.9K	0.02%	242
2020 Q2	$265K	Sell	11,064 -35,276	-76%	-$787K	0.02%	224
2020 Q1	$844K	Buy	+46,340	New	+$1.1M	0.04%	219
2019 Q1	–	Sell	-624	Closed	-$13K	–	97
2018 Q4	$13K	Buy	+624	New	+$13.4K	﹤0.01%	432

Other funds holding APH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (New York)'s APH Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Amphenol (APH) stake by 57% in Q1 2026, selling an estimated $954K and leaving 5,187 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #501.

Wealthspire Advisors (New York) first reported a position in APH in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.62M in Q4 2025. 2,117 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Wealthspire Advisors (New York) held 5,187 shares of Amphenol worth $655K as of Q1 2026.
Wealthspire Advisors (New York) sold 6,777 Amphenol shares in Q1 2026, an estimated $954K.
Amphenol made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #501 holding.
Wealthspire Advisors (New York) first reported a position in Amphenol in Q4 2018 and has held it in 22 quarters since.
Wealthspire Advisors (New York)'s Amphenol position peaked at $1.62M in Q4 2025.
2,117 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.