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Compass Wealth Management’s TE Connectivity TEL Stock Holding History

Compass Wealth 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
Q3 		$1.29M Sell
6,109
-5,815
-49% -$1.2M 0.25% 85
2026
Q2 		$2.4M Sell
11,924
-9,120
-43% -$1.94M 0.45% 62
2026
Q1 		$4.4M Sell
21,044
-6,545
-24% -$1.44M 1.09% 40
2025
Q4 		$6.28M Sell
27,589
-9,140
-25% -$2.11M 1.57% 23
2025
Q3 		$8.06M Sell
36,729
-1,480
-4% -$297K 1.8% 12
2025
Q2 		$6.44M Buy
38,209
+1,398
+4% +$212K 1.53% 15
2025
Q1 		$5.2M Buy
36,811
+4,605
+14% +$682K 1.33% 23
2024
Q4 		$4.6M Buy
32,206
+17,869
+125% +$2.66M 1.11% 31
2024
Q3 		$2.17M Buy
14,337
+12,620
+735% +$1.89M 0.51% 65
2024
Q2 		$258K Sell
1,717
-400
-19% -$58.7K 0.06% 141
2024
Q1 		$307K Sell
2,117
-285
-12% -$39.9K 0.08% 133
2023
Q4 		$284K Sell
2,402
-100
-4% -$12.9K 0.08% 136
2023
Q3 		$309K Sell
2,502
-240
-9% -$32.1K 0.1% 125
2023
Q2 		$384K Sell
2,742
-245
-8% -$31K 0.12% 121
2023
Q1 		$392K Sell
2,987
-125
-4% -$15.8K 0.12% 121
2022
Q4 		$357K Buy
+3,112
New +$370K 0.12% 121

Other funds holding TEL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Compass Wealth Management's TEL Position: Q3 2026 in Review

Compass Wealth Management reduced its TE Connectivity (TEL) stake by 49% in Q3 2026, selling an estimated $1.2M and leaving 6,109 shares worth $1.29M. The position accounts for 0.25% of the portfolio, ranked #85.

Compass Wealth Management first reported a position in TEL in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.06M in Q3 2025. 678 funds tracked by Wall St. Rank hold TEL as of Q3 2026.

  • Compass Wealth Management held 6,109 shares of TE Connectivity worth $1.29M as of Q3 2026.
  • Compass Wealth Management sold 5,815 TE Connectivity shares in Q3 2026, an estimated $1.2M.
  • TE Connectivity made up 0.25% of Compass Wealth Management's portfolio in Q3 2026, its #85 holding.
  • Compass Wealth Management first reported a position in TE Connectivity in Q4 2022 and has held it in 16 quarters since.
  • Compass Wealth Management's TE Connectivity position peaked at $8.06M in Q3 2025.
  • 678 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.