WF
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Whelan Financial's APH Position: Q2 2026 in Review

Whelan Financial opened a new position in Amphenol (APH) in Q2 2026: 3,054 shares worth $269K. The stake represents 0.07% of the portfolio and ranks #84 among its holdings. This is a return to the name: Whelan Financial previously reported a position in APH as recently as Q4 2025.

Whelan Financial first reported a position in APH in Q3 2025 and has held it in 3 quarters since. The position peaked at $302K in Q3 2025. 2,334 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Whelan Financial held 3,054 shares of Amphenol worth $269K as of Q2 2026.
  • Amphenol was a new Whelan Financial position in Q2 2026.
  • Amphenol made up 0.07% of Whelan Financial's portfolio in Q2 2026, its #84 holding.
  • Whelan Financial first reported a position in Amphenol in Q3 2025 and has held it in 3 quarters since.
  • Whelan Financial's Amphenol position peaked at $302K in Q3 2025.
  • 2,334 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.