APH Amphenol COM

Ownership history in EADS & HEALD WEALTH MANAGEMENT  ·  56 quarters on record

AI Ownership Summary

EADS & HEALD WEALTH MANAGEMENT reported Amphenol COM (APH) in 56 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.95% in 2025 Q4. The latest visible filing shows APH at 1.95% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EADS & HEALD WEALTH MANAGEMENT's position in Amphenol COM, 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
2025 Q4

APH was reported at 1.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.95% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 EADS & HEALD WEALTH MANAGEMENT held APH — position size vs. price
% of Fund (quarterly)    APH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 29,827 -2,554 -7.9% 1.95% $4.0M 2026-02-14 (Est.) $146.43
2025 Q3 REDUCED 32,381 -2,783 -7.9% 1.91% $4.0M 2025-10-22 $128.43
2025 Q2 REDUCED 35,164 -4,909 -12.3% 1.72% $3.5M 2025-07-22 $101.24
2025 Q1 ADDED 40,073 +238 +0.6% 1.33% $2.6M 2025-04-25 $75.32
2024 Q4 REDUCED 39,835 -1,855 -4.4% 1.36% $2.8M 2025-01-17 $68.75
2024 Q3 REDUCED 41,690 -2,690 -6.1% 1.29% $2.7M 2024-10-28 $67.87
2024 Q2 ADDED 44,380 +18,848 +73.8% 1.44% $3.0M 2024-07-23 $65.31
2024 Q1 REDUCED 25,532 -3,262 -11.3% 1.37% $2.9M 2024-04-23 $56.22
2023 Q4 REDUCED 28,794 -775 -2.6% 1.37% $2.9M 2024-01-30 $50.47
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EADS & HEALD WEALTH MANAGEMENT and APH

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

How long has EADS & HEALD WEALTH MANAGEMENT reported owning APH?

EADS & HEALD WEALTH MANAGEMENT reported APH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported APH position in EADS & HEALD WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for APH was 1.95% in 2025 Q4.

What is the latest reported APH position on this page?

The most recent filing on this page is 2025 Q4, when EADS & HEALD WEALTH MANAGEMENT reported 29,827 shares, equal to 1.95% of portfolio, with an estimated market value of $4.0M.

What does the chart on this APH ownership page compare?

The chart compares EADS & HEALD WEALTH MANAGEMENT'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.

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