WFA
APH icon

Wellspring Financial Advisors’s Amphenol APH Stock Holding History

Wellspring Financial 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 		$383K Sell
2,171
-129
-6% -$18.6K 0.03% 194
2026
Q1 		$291K Sell
2,300
-381
-14% -$53.6K 0.02% 221
2025
Q4 		$363K Buy
+2,681
New +$359K 0.03% 174
2024
Q4 		– Sell
-5,124
Closed -$334K – 151
2024
Q3 		$334K Buy
+5,124
New +$332K 0.04% 107

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Wellspring Financial Advisors's APH Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Amphenol (APH) stake by 5.6% in Q2 2026, selling an estimated $18.6K and leaving 2,171 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #194.

Wellspring Financial Advisors first reported a position in APH in Q3 2024 and has held it in 4 quarters since. 667 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Wellspring Financial Advisors held 2,171 shares of Amphenol worth $383K as of Q2 2026.
  • Wellspring Financial Advisors sold 129 Amphenol shares in Q2 2026, an estimated $18.6K.
  • Amphenol made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #194 holding.
  • Wellspring Financial Advisors first reported a position in Amphenol in Q3 2024 and has held it in 4 quarters since.
  • 667 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.