Westwind Capital’s Amphenol APH Stock Holding History

Westwind Capital’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	–	Sell	-712	Closed	-$90K	–	80
2026 Q1	$90K	Buy	+712	New	+$100K	0.02%	67

Other funds holding APH

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Westwind Capital's APH Position: Q2 2026 in Review

Westwind Capital sold out of Amphenol (APH) in Q2 2026, closing a stake of 712 shares — an estimated $90K sold.

Westwind Capital first reported a position in APH in Q1 2026 and held it in 1 quarter. The position peaked at $90K in Q1 2026. 999 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Westwind Capital reported no remaining Amphenol position as of Q2 2026 after selling out during the quarter.
Westwind Capital sold 712 Amphenol shares in Q2 2026, an estimated $90K.
Westwind Capital first reported a position in Amphenol in Q1 2026 and held it in 1 quarter.
Westwind Capital's Amphenol position peaked at $90K in Q1 2026.
999 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.