Berger Financial Group’s TE Connectivity TEL Stock Holding History

Berger Financial Group’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	$6.22M	Sell	29,740 -6,411	-18%	-$1.41M	0.35%	66
2025 Q4	$8.22M	Sell	36,151 -988	-3%	-$228K	0.48%	43
2025 Q3	$8.15M	Sell	37,139 -710	-2%	-$142K	0.49%	43
2025 Q2	$6.38M	Buy	37,849 +378	+1%	+$57.4K	0.41%	52
2025 Q1	$5.3M	Buy	37,471 +631	+2%	+$93.4K	0.37%	70
2024 Q4	$5.27M	Buy	+36,840	New	+$5.49M	0.36%	70
2024 Q3	–	Sell	-36,528	Closed	-$5.49M	–	399
2024 Q2	$5.49M	Sell	36,528 -204	-0.6%	-$29.9K	0.44%	55
2024 Q1	$5.33M	Buy	36,732 +384	+1%	+$53.8K	0.44%	60
2023 Q4	$5.11M	Sell	36,348 -554	-2%	-$71.3K	0.53%	51
2023 Q3	$4.56M	Buy	36,902 +216	+0.6%	+$28.9K	0.52%	55
2023 Q2	$5.14M	Sell	36,686 -1,241	-3%	-$157K	0.58%	38
2023 Q1	$4.97M	Buy	+37,927	New	+$4.8M	0.6%	38

Other funds holding TEL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

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 $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Berger Financial Group's TEL Position: Q1 2026 in Review

Berger Financial Group reduced its TE Connectivity (TEL) stake by 18% in Q1 2026, selling an estimated $1.41M and leaving 29,740 shares worth $6.22M. The position accounts for 0.35% of the portfolio, ranked #66.

Berger Financial Group first reported a position in TEL in Q1 2023 and has held it in 12 quarters since. The position peaked at $8.22M in Q4 2025. 1,271 funds tracked by Wall St. Rank hold TEL as of Q1 2026.

Berger Financial Group held 29,740 shares of TE Connectivity worth $6.22M as of Q1 2026.
Berger Financial Group sold 6,411 TE Connectivity shares in Q1 2026, an estimated $1.41M.
TE Connectivity made up 0.35% of Berger Financial Group's portfolio in Q1 2026, its #66 holding.
Berger Financial Group first reported a position in TE Connectivity in Q1 2023 and has held it in 12 quarters since.
Berger Financial Group's TE Connectivity position peaked at $8.22M in Q4 2025.
1,271 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.