Whelan Financial
APH icon

Whelan Financial’s Amphenol APH Stock Holding History

Whelan Financial’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 		$297K Buy
3,525
+471
+15% +$37.9K 0.08% 84
2026
Q2 		$269K Buy
+3,054
New +$220K 0.07% 84
2026
Q1 		– Sell
-3,192
Closed -$216K – 89
2025
Q4 		$216K Sell
3,192
-1,690
-35% -$113K 0.07% 87
2025
Q3 		$302K Buy
+4,882
New +$268K 0.1% 62

Other funds holding APH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Whelan Financial's APH Position: Q3 2026 in Review

Whelan Financial increased its Amphenol (APH) stake by 15% in Q3 2026, buying an estimated $37.9K and bringing the position to 3,525 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #84.

Whelan Financial first reported a position in APH in Q3 2025 and has held it in 4 quarters since. The position peaked at $302K in Q3 2025. 1,337 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Whelan Financial held 3,525 shares of Amphenol worth $297K as of Q3 2026.
  • Whelan Financial bought 471 Amphenol shares in Q3 2026, an estimated $37.9K.
  • Amphenol made up 0.08% of Whelan Financial's portfolio in Q3 2026, its #84 holding.
  • Whelan Financial first reported a position in Amphenol in Q3 2025 and has held it in 4 quarters since.
  • Whelan Financial's Amphenol position peaked at $302K in Q3 2025.
  • 1,337 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.