Winslow Capital Management
APH icon

Winslow Capital Management’s Amphenol APH Stock Holding History

Winslow Capital Management’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 		$360M Buy
2,044,422
+716,415
+54% +$103M 1.24% 29
2026
Q1 		$168M Sell
1,328,007
-2,374,163
-64% -$334M 0.65% 39
2025
Q4 		$502M Sell
3,702,170
-733,291
-17% -$98.1M 1.68% 18
2025
Q3 		$549M Buy
4,435,461
+4,432,205
+136,124% +$486M 1.81% 20
2025
Q2 		$322K Sell
3,256
-549
-14% -$44.9K ﹤0.01% 61
2025
Q1 		$250K Sell
3,805
-3,715,780
-100% -$254M ﹤0.01% 60
2024
Q4 		$258M Sell
3,719,585
-334,708
-8% -$23.4M 0.92% 40
2024
Q3 		$264M Buy
+4,054,293
New +$263M 0.95% 41

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

Winslow Capital Management's APH Position: Q2 2026 in Review

Winslow Capital Management increased its Amphenol (APH) stake by 54% in Q2 2026, buying an estimated $103M and bringing the position to 2,044,422 shares worth $360M. The position accounts for 1.24% of the portfolio, ranked #29.

Winslow Capital Management first reported a position in APH in Q3 2024 and has held it in 8 quarters since. The position peaked at $549M in Q3 2025. 2,323 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Winslow Capital Management held 2,044,422 shares of Amphenol worth $360M as of Q2 2026.
  • Winslow Capital Management bought 716,415 Amphenol shares in Q2 2026, an estimated $103M.
  • Amphenol made up 1.24% of Winslow Capital Management's portfolio in Q2 2026, its #29 holding.
  • Winslow Capital Management first reported a position in Amphenol in Q3 2024 and has held it in 8 quarters since.
  • Winslow Capital Management's Amphenol position peaked at $549M in Q3 2025.
  • 2,323 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Winslow Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.