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Wendell David Associates’s Amphenol APH Stock Holding History

Wendell David Associates’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 		$10.8M Buy
61,475
+4,725
+8% +$681K 1.15% 22
2026
Q1 		$7.17M Buy
56,750
+990
+2% +$139K 0.78% 31
2025
Q4 		$7.54M Buy
55,760
+3,340
+6% +$447K 0.77% 33
2025
Q3 		$6.49M Buy
52,420
+11,150
+27% +$1.22M 0.64% 40
2025
Q2 		$4.08M Buy
41,270
+2,490
+6% +$204K 0.41% 52
2025
Q1 		$2.54M Buy
38,780
+15,450
+66% +$1.05M 0.25% 67
2024
Q4 		$1.62M Buy
23,330
+8,700
+59% +$609K 0.16% 73
2024
Q3 		$953K Buy
14,630
+4,950
+51% +$321K 0.09% 94
2024
Q2 		$652K Buy
9,680
+450
+5% +$28.4K 0.07% 102
2024
Q1 		$532K Sell
9,230
-250
-3% -$13.1K 0.05% 115
2023
Q4 		$470K Buy
9,480
+740
+8% +$32.7K 0.05% 118
2023
Q3 		$367K Buy
+8,740
New +$376K 0.04% 121

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

Wendell David Associates's APH Position: Q2 2026 in Review

Wendell David Associates increased its Amphenol (APH) stake by 8.3% in Q2 2026, buying an estimated $681K and bringing the position to 61,475 shares worth $10.8M. The position accounts for 1.15% of the portfolio, ranked #22.

Wendell David Associates first reported a position in APH in Q3 2023 and has held it in 12 quarters since. 850 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Wendell David Associates held 61,475 shares of Amphenol worth $10.8M as of Q2 2026.
  • Wendell David Associates bought 4,725 Amphenol shares in Q2 2026, an estimated $681K.
  • Amphenol made up 1.15% of Wendell David Associates's portfolio in Q2 2026, its #22 holding.
  • Wendell David Associates first reported a position in Amphenol in Q3 2023 and has held it in 12 quarters since.
  • 850 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.