Atria Wealth Solutions’s TE Connectivity TEL Stock Holding History

Atria Wealth Solutions’s Portfolio TEL Stock Details TEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$426K	Sell	2,510 -5,451	-68%	-$828K	0.01%	991
2025 Q1	$1.13M	Buy	7,961 +2,490	+46%	+$369K	0.01%	836
2024 Q4	$782K	Sell	5,471 -3,296	-38%	-$491K	0.01%	1030
2024 Q3	$1.32M	Sell	8,767 -2,601	-23%	-$389K	0.01%	814
2024 Q2	$1.71M	Buy	11,368 +1,075	+10%	+$158K	0.02%	685
2024 Q1	$1.5M	Sell	10,293 -4,164	-29%	-$583K	0.02%	737
2023 Q4	$2.03M	Buy	14,457 +3,974	+38%	+$511K	0.03%	601
2023 Q3	$1.29M	Sell	10,483 -913	-8%	-$122K	0.02%	711
2023 Q2	$1.6M	Buy	11,396 +2,146	+23%	+$271K	0.02%	654
2023 Q1	$1.21M	Buy	9,250 +248	+3%	+$31.4K	0.02%	724
2022 Q4	$1.03M	Sell	9,002 -242	-3%	-$28.7K	0.02%	729
2022 Q3	$1.02M	Buy	9,244 +484	+6%	+$60.2K	0.02%	706
2022 Q2	$991K	Buy	8,760 +2,745	+46%	+$340K	0.02%	698
2022 Q1	$788K	Buy	+6,015	New	+$860K	0.01%	824

Other funds holding TEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return