Avion Wealth’s TE Connectivity TEL Stock Holding History

Avion Wealth’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
2026 Q1	$21K	Buy	103 +8	+8%	+$1.76K	﹤0.01%	326
2025 Q4	$21K	Buy	95 +2	+2%	+$463	﹤0.01%	339
2025 Q3	$20K	Buy	93 +2	+2%	+$401	﹤0.01%	339
2025 Q2	$15K	Buy	91 +25	+38%	+$3.79K	﹤0.01%	377
2025 Q1	$9K	Hold	66	–	–	﹤0.01%	422
2024 Q4	$9K	Sell	66 -4	-6%	-$596	﹤0.01%	421
2024 Q3	$10K	Buy	70 +3	+4%	+$449	﹤0.01%	378
2024 Q2	$10K	Buy	67 +22	+49%	+$3.23K	﹤0.01%	345
2024 Q1	$7K	Buy	45 +3	+7%	+$420	﹤0.01%	403
2023 Q4	$6K	Buy	42 +34	+425%	+$4.37K	﹤0.01%	380
2023 Q3	$0	Buy	8 +4	+100%	+$535	﹤0.01%	1188
2023 Q2	$0	Buy	+4	New	+$506	﹤0.01%	1021

Other funds holding TEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group

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