Charter Oak Capital Management’s TE Connectivity TEL Stock Holding History

Charter Oak Capital Management’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	$1.58M	Buy	7,571 +5	+0.1%	+$1.1K	0.12%	57
2025 Q4	$1.72M	Hold	7,566	–	–	0.13%	53
2025 Q3	$1.66M	Buy	7,566 +3	+0%	+$601	0.13%	55
2025 Q2	$1.28M	Hold	7,563	–	–	0.11%	62
2025 Q1	$1.07M	Buy	+7,563	New	+$1.12M	0.1%	69
2024 Q4	–	Sell	-7,554	Closed	-$1.14M	–	190
2024 Q3	$1.14M	Sell	7,554 -11	-0.1%	-$1.65K	0.11%	67
2024 Q2	$1.14M	Hold	7,565	–	–	0.12%	64
2024 Q1	$1.1M	Hold	7,565	–	–	0.12%	65
2023 Q4	$1.06M	Sell	7,565 -27	-0.4%	-$3.47K	0.13%	63
2023 Q3	$938K	Hold	7,592	–	–	0.12%	66
2023 Q2	$1.06M	Buy	7,592 +28	+0.4%	+$3.54K	0.14%	65
2023 Q1	$992K	Sell	7,564 -25	-0.3%	-$3.16K	0.14%	66
2022 Q4	$871K	Hold	7,589	–	–	0.13%	68
2022 Q3	$838K	Hold	7,589	–	–	0.13%	68
2022 Q2	$859K	Hold	7,589	–	–	0.12%	77
2022 Q1	$994K	Buy	7,589 +36	+0.5%	+$5.15K	0.12%	75
2021 Q4	$1.22M	Hold	7,553	–	–	0.14%	64
2021 Q3	$1.04M	Sell	7,553 -12	-0.2%	-$1.73K	0.13%	67
2021 Q2	$1.02M	Buy	7,565 +22	+0.3%	+$2.95K	0.13%	68
2021 Q1	$974K	Hold	7,543	–	–	0.14%	71
2020 Q4	$913K	Buy	+7,543	New	+$831K	0.14%	68

Other funds holding TEL

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Charter Oak Capital Management's TEL Position: Q1 2026 in Review

Charter Oak Capital Management increased its TE Connectivity (TEL) stake by 0.07% in Q1 2026, buying an estimated $1.1K and bringing the position to 7,571 shares worth $1.58M. The position accounts for 0.12% of the portfolio, ranked #57.

Charter Oak Capital Management first reported a position in TEL in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.72M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold TEL as of Q1 2026.

Charter Oak Capital Management held 7,571 shares of TE Connectivity worth $1.58M as of Q1 2026.
Charter Oak Capital Management bought 5 TE Connectivity shares in Q1 2026, an estimated $1.1K.
TE Connectivity made up 0.12% of Charter Oak Capital Management's portfolio in Q1 2026, its #57 holding.
Charter Oak Capital Management first reported a position in TE Connectivity in Q4 2020 and has held it in 21 quarters since.
Charter Oak Capital Management's TE Connectivity position peaked at $1.72M in Q4 2025.
1,276 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.