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 Q3	$10.6M	Buy	125,625 +2,675	+2%	+$215K	1.11%	24
2026 Q2	$10.8M	Buy	122,950 +9,450	+8%	+$681K	1.15%	22
2026 Q1	$7.17M	Buy	113,500 +1,980	+2%	+$139K	0.78%	31
2025 Q4	$7.54M	Buy	111,520 +6,680	+6%	+$447K	0.77%	33
2025 Q3	$6.49M	Buy	104,840 +22,300	+27%	+$1.22M	0.64%	40
2025 Q2	$4.08M	Buy	82,540 +4,980	+6%	+$204K	0.41%	52
2025 Q1	$2.54M	Buy	77,560 +30,900	+66%	+$1.05M	0.25%	67
2024 Q4	$1.62M	Buy	46,660 +17,400	+59%	+$609K	0.16%	73
2024 Q3	$953K	Buy	29,260 +9,900	+51%	+$321K	0.09%	94
2024 Q2	$652K	Buy	19,360 +900	+5%	+$28.4K	0.07%	102
2024 Q1	$532K	Sell	18,460 -500	-3%	-$13.1K	0.05%	115
2023 Q4	$470K	Buy	18,960 +1,480	+8%	+$32.7K	0.05%	118
2023 Q3	$367K	Buy	+17,480	New	+$376K	0.04%	121

Other funds holding APH

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wendell David Associates's APH Position: Q3 2026 in Review

Wendell David Associates increased its Amphenol (APH) stake by 2.2% in Q3 2026, buying an estimated $215K and bringing the position to 125,625 shares worth $10.6M. The position accounts for 1.11% of the portfolio, ranked #24.

Wendell David Associates first reported a position in APH in Q3 2023 and has held it in 13 quarters since. The position peaked at $10.8M in Q2 2026. 838 funds tracked by Wall St. Rank hold APH as of Q3 2026.

Wendell David Associates held 125,625 shares of Amphenol worth $10.6M as of Q3 2026.
Wendell David Associates bought 2,675 Amphenol shares in Q3 2026, an estimated $215K.
Amphenol made up 1.11% of Wendell David Associates's portfolio in Q3 2026, its #24 holding.
Wendell David Associates first reported a position in Amphenol in Q3 2023 and has held it in 13 quarters since.
Wendell David Associates's Amphenol position peaked at $10.8M in Q2 2026.
838 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Wendell David Associates's 13F filing for Q3 2026, filed 27 Oct 2026.