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WR Wealth Planners’s Amphenol APH Stock Holding History

WR Wealth Planners’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
2024
Q4 		$5.07K Buy
73
+15
+26% +$1.05K ﹤0.01% 700
2024
Q3 		$3.78K Sell
58
-189
-77% -$12.3K ﹤0.01% 790
2024
Q2 		$16.6K Sell
247
-33
-12% -$2.08K 0.01% 478
2024
Q1 		$16.1K Buy
+280
New +$14.7K 0.01% 493
2023
Q4 		– Sell
-250
Closed -$10.5K – 221
2023
Q3 		$10.5K Hold
250
– – ﹤0.01% 551
2023
Q2 		$10.6K Buy
250
+2
+0.8% +$78 ﹤0.01% 549
2023
Q1 		$10.1K Buy
+248
New +$9.79K ﹤0.01% 553

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's APH Position: Q4 2024 in Review

WR Wealth Planners increased its Amphenol (APH) stake by 26% in Q4 2024, buying an estimated $1.05K and bringing the position to 73 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

WR Wealth Planners first reported a position in APH in Q1 2023 and has held it in 7 quarters since. The position peaked at $16.6K in Q2 2024. 1,404 funds tracked by Wall St. Rank hold APH as of Q4 2024.

  • WR Wealth Planners held 73 shares of Amphenol worth $5.07K as of Q4 2024.
  • WR Wealth Planners bought 15 Amphenol shares in Q4 2024, an estimated $1.05K.
  • Amphenol made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #700 holding.
  • WR Wealth Planners first reported a position in Amphenol in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Amphenol position peaked at $16.6K in Q2 2024.
  • 1,404 funds tracked by Wall St. Rank held Amphenol as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.