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Capstone Wealth Management Group (Oregon)’s TE Connectivity TEL Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$322K Hold
1,542
– – 0.2% 90
2025
Q4 		$351K Hold
1,542
– – 0.21% 85
2025
Q3 		$339K Hold
1,542
– – 0.22% 81
2025
Q2 		$260K Buy
+1,542
New +$234K 0.19% 85

Other funds holding TEL

BlackRock
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Capstone Wealth Management Group (Oregon)'s TEL Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) held its TE Connectivity (TEL) position steady in Q1 2026 at 1,542 shares worth $322K. The position accounts for 0.2% of the portfolio, ranked #90.

Capstone Wealth Management Group (Oregon) first reported a position in TEL in Q2 2025 and has held it in 4 quarters since. The position peaked at $351K in Q4 2025. 1,271 funds tracked by Wall St. Rank hold TEL as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 1,542 shares of TE Connectivity worth $322K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) left its TE Connectivity share count unchanged in Q1 2026.
  • TE Connectivity made up 0.2% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #90 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in TE Connectivity in Q2 2025 and has held it in 4 quarters since.
  • Capstone Wealth Management Group (Oregon)'s TE Connectivity position peaked at $351K in Q4 2025.
  • 1,271 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.