BURLING WEALTH PARTNERS, LLC APH AMPHENOL CORP NEW CL A

Ownership history in BURLING WEALTH PARTNERS, LLC  ·  6 quarters on record

AI Ownership Summary

BURLING WEALTH PARTNERS, LLC reported AMPHENOL CORP NEW CL A (APH) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.7% in 2026 Q2. The latest visible filing shows APH at 0.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURLING WEALTH PARTNERS, LLC's position in AMPHENOL CORP NEW CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

APH was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BURLING WEALTH PARTNERS, LLC held APH — position size vs. price
% of Fund (quarterly)    APH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 27,050 +23,049 +576.1% 0.70% $4.8M 2026-08-04 $171.33
2026 Q1 REDUCED 13.4% +31.9% 4,001 -617 -13.4% 0.08% $506K 2026-05-08 $127.84
2025 Q4 ADDED 4,618 +2,155 +87.5% 0.10% $624K 2026-02-06 $135.76
2025 Q3 UNCHANGED 2,463 0% 0.05% $305K 2025-11-07 $138.34
2025 Q2 REDUCED 19.9% +22.7% 2,463 -612 -19.9% 0.04% $243K 2025-08-08 $109.24
2024 Q4 INITIATED 3,075 0.04% $214K 2025-02-14 $68.12

FAQ About BURLING WEALTH PARTNERS, LLC and APH

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURLING WEALTH PARTNERS, LLC reported owning APH?

BURLING WEALTH PARTNERS, LLC reported APH across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported APH position in BURLING WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for APH was 0.70% in 2026 Q2.

What is the latest reported APH position on this page?

The most recent filing on this page is 2026 Q2, when BURLING WEALTH PARTNERS, LLC reported 27,050 shares, equal to 0.70% of portfolio, with an estimated market value of $4.8M.

What does the chart on this APH ownership page compare?

The chart compares BURLING WEALTH PARTNERS, LLC's quarterly APH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BURLING WEALTH PARTNERS, LLC time their APH position?

Based on 13F filing dates vs. subsequent APH price moves, BURLING WEALTH PARTNERS, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on APH relative to SPY over the holding period was +57.9%.

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