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Caldwell Trust’s TE Connectivity TEL Stock Holding History

Caldwell Trust’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
Q2 		$41.5K Buy
206
+20
+11% +$4.26K ﹤0.01% 517
2026
Q1 		$38.9K Hold
186
– – ﹤0.01% 519
2025
Q4 		$42.3K Hold
186
– – ﹤0.01% 502
2025
Q3 		$40.8K Hold
186
– – ﹤0.01% 498
2025
Q2 		$31.4K Hold
186
– – ﹤0.01% 517
2025
Q1 		$26.3K Hold
186
– – ﹤0.01% 527
2024
Q4 		$26.6K Hold
186
– – ﹤0.01% 520
2024
Q3 		$28.1K Sell
186
-50
-21% -$7.49K ﹤0.01% 514
2024
Q2 		$35.5K Hold
236
– – ﹤0.01% 486
2024
Q1 		$34.3K Hold
236
– – ﹤0.01% 499
2023
Q4 		$33.2K Hold
236
– – ﹤0.01% 493
2023
Q3 		$29.2K Buy
236
+25
+12% +$3.34K ﹤0.01% 497
2023
Q2 		$29.6K Buy
211
+46
+28% +$5.82K ﹤0.01% 510
2023
Q1 		$21.6K Hold
165
– – ﹤0.01% 542
2022
Q4 		$18.9K Hold
165
– – ﹤0.01% 546
2022
Q3 		$18.2K Buy
165
+115
+230% +$14.3K ﹤0.01% 541
2022
Q2 		$5.66K Hold
50
– – ﹤0.01% 670
2022
Q1 		$6.55K Hold
50
– – ﹤0.01% 670
2021
Q4 		$8.07K Hold
50
– – ﹤0.01% 649
2021
Q3 		$6.86K Hold
50
– – ﹤0.01% 654
2021
Q2 		$6.76K Buy
+50
New +$6.7K ﹤0.01% 662

Other funds holding TEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caldwell Trust's TEL Position: Q2 2026 in Review

Caldwell Trust increased its TE Connectivity (TEL) stake by 11% in Q2 2026, buying an estimated $4.26K and bringing the position to 206 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Caldwell Trust first reported a position in TEL in Q2 2021 and has held it in 21 quarters since. The position peaked at $42.3K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Caldwell Trust held 206 shares of TE Connectivity worth $41.5K as of Q2 2026.
  • Caldwell Trust bought 20 TE Connectivity shares in Q2 2026, an estimated $4.26K.
  • TE Connectivity made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #517 holding.
  • Caldwell Trust first reported a position in TE Connectivity in Q2 2021 and has held it in 21 quarters since.
  • Caldwell Trust's TE Connectivity position peaked at $42.3K in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.