Amphenol Corporation
US ˙ NYSE ˙ US0320951017

SecurityAPH / Amphenol Corporation
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership7,056 shares
Latest Disclosed Value $ 891,526
Heritage Wealth Advisors reports 83.11% decrease in ownership of APH / Amphenol Corporation

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 7,056 shares of Amphenol Corporation (US:APH) valued at $891,526 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 41,764 shares of Amphenol Corporation. This represents a change in shares of -83.11% during the quarter. The current value of the position is $979,443 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F Amphenol Corp Cl A CL A 032095101 7,056 -34,708 -83.11 892 -84.21 0.0348
2026-02-13 2025-12-31 13F Amphenol Corp Cl A CL A 032095101 41,764 38,575 1,209.63 5,644 1,332.23 0.2155
2025-11-13 2025-09-30 13F Amphenol Corp Cl A CL A 032095101 3,189 -172 -5.12 395 19.03 0.0173
2025-08-11 2025-06-30 13F Amphenol Corp Cl A CL A 032095101 3,361 0 0.00 332 50.45 0.0158
2025-05-08 2025-03-31 13F Amphenol Corp Cl A CL A 032095101 3,361 0 0.00 220 -5.58 0.0112
2025-02-12 2024-12-31 13F Amphenol Corp Cl A CL A 032095101 3,361 0 0.00 233 6.39 0.0116
2024-11-12 2024-09-30 13F Amphenol Corp Cl A CL A 032095101 3,361 -15 -0.44 219 -3.52 0.0103
2024-12-12 2024-06-30 13F/A-1 Amphenol Corp Cl A CL A 032095101 3,376 1,688 100.00 227 17.01 0.0103
2024-08-06 2024-06-30 13F Amphenol Corp Cl A CL A 032095101 3,376 1,688 227 0.0103
2024-12-12 2024-03-31 13F/A-1 Amphenol Corp Cl A CL A 032095101 1,688 0 0.00 195 16.17 0.0089
2024-05-08 2024-03-31 13F Amphenol Corp Cl A CL A 032095101 1,688 0 195 0.0089
2024-12-12 2023-12-31 13F/A-1 Amphenol Corp Cl A CL A 032095101 1,688 0 0.00 167 18.44 0.0083
2024-02-12 2023-12-31 13F Amphenol Corp Cl A CL A 032095101 1,728 40 171 0.0085
2024-12-12 2023-09-30 13F/A-1 Amphenol Corp Cl A CL A 032095101 1,688 -296 -14.92 142 -16.07 0.0077
2023-11-09 2023-09-30 13F Amphenol Corp Cl A CL A 032095101 1,688 -296 142 0.0077
2024-12-12 2023-06-30 13F/A-1 Amphenol Corp Cl A CL A 032095101 1,984 -5 -0.25 169 3.70 0.0089
2023-08-09 2023-06-30 13F Amphenol Corp Cl A CL A 032095101 1,984 -5 169 0.0089
2023-05-04 2023-03-31 13F Amphenol Corp Cl A CL A 032095101 1,989 -127 -6.00 163 0.62 0.0091
2024-12-12 2022-12-31 13F/A-1 Amphenol Corp Cl A CL A 032095101 2,116 174 8.96 161 23.85 0.0093
2023-02-07 2022-12-31 13F Amphenol Corp Cl A CL A 032095101 2,116 174 161 0.0093
2024-12-12 2022-09-30 13F/A-1 Amphenol Corp Cl A CL A 032095101 1,942 0 0.00 130 0.0094
2022-11-10 2022-09-30 13F Amphenol Corp Cl A CL A 032095101 1,942 0 0 0.0094
2022-08-04 2022-06-30 13F Amphenol Corp Cl A CL A 032095101 1,942 0 0.00 0 0.0087
2022-05-11 2022-03-31 13F Amphenol Corp Cl A CL A 032095101 1,942 0 0.00 0 0.0081
2022-03-28 2021-12-31 13F/A-1 Amphenol Corp Cl A CL A 032095101 1,942 -544 -21.88 0 -100.00 0.0093
2022-02-02 2021-12-31 13F Amphenol Corp Cl A CL A 032095101 1,942 -544 170 0.0093
2021-11-02 2021-09-30 13F Amphenol Corp Cl A CL A 032095101 2,486 0 0.00 182 7.06 0.0112
2021-08-09 2021-06-30 13F/A-1 Amphenol Corp Cl A CL A 032095101 2,486 0 0.00 170 3.66 0.0105
2021-07-27 2021-06-30 13F Amphenol Corp Cl A CL A 032095101 1,243 -1,243 163 0.0102
2021-04-27 2021-03-31 13F Amphenol Corp Cl A CL A 032095101 2,486 1,243 100.00 164 0.61 0.0099
2021-02-01 2020-12-31 13F Amphenol Corp Cl A CL A 032095101 1,243 0 0.00 163 21.64 0.0102
2020-11-03 2020-09-30 13F Amphenol Corp Cl A CL A 032095101 1,243 0 0.00 135 12.61 0.0174
2020-07-17 2020-06-30 13F/A-1 Amphenol Corp Cl A CL A 032095101 1,243 0 0.00 119 32.22 0.0167
2020-07-17 2020-06-30 13F Amphenol Corp Cl A CL A 032095101 3,724 2,481 119 16,652.7893
2020-05-05 2020-03-31 13F Amphenol Corp Cl A CL A 032095101 1,243 -176 -12.40 91 -41.18 0.0162
2020-02-04 2019-12-31 13F Amphenol Corp Cl A CL A 032095101 1,419 11 0.78 154 13.33 0.0203
2019-10-30 2019-09-30 13F Amphenol Corp Cl A CL A 032095101 1,408 0 0.00 135 0.00 0.0199
2019-08-05 2019-06-30 13F Amphenol Corp Cl A CL A 032095101 1,408 0 0.00 135 2.27 0.0207
2019-05-06 2019-03-31 13F Amphenol Corp Cl A CL A 032095101 1,408 0 0.00 133 15.79 0.0218
2019-01-26 2018-12-31 13F Amphenol Corp Cl A CL A 032095101 1,408 -43 -2.96 114 -16.18 0.0223
2018-11-14 2018-09-30 13F Amphenol Corp Cl A CL A 032095101 1,451 1,451 136 0.0266
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.