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Concord Wealth Partners’s TE Connectivity TEL Stock Holding History

Concord Wealth Partners’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 		– Sell
-360
Closed -$81.9K – 721
2025
Q4 		$81.9K Sell
360
-247
-41% -$57.1K 0.01% 274
2025
Q3 		$133K Buy
607
+569
+1,497% +$114K 0.02% 231
2025
Q2 		$6.41K Hold
38
– – ﹤0.01% 601
2025
Q1 		$5.37K Buy
+38
New +$5.62K ﹤0.01% 574
2023
Q4 		– Sell
-36
Closed -$4.45K – 1010
2023
Q3 		$4.45K Hold
36
– – ﹤0.01% 738
2023
Q2 		$5.05K Buy
+36
New +$4.55K ﹤0.01% 707
2023
Q1 		– Sell
-61
Closed -$7K – 1213
2022
Q4 		$7K Buy
+61
New +$7.25K ﹤0.01% 691
2022
Q3 		– Sell
-492
Closed -$56K – 1039
2022
Q2 		$56K Sell
492
-1,888
-79% -$234K 0.02% 353
2022
Q1 		$312K Buy
2,380
+10
+0.4% +$1.43K 0.08% 131
2021
Q4 		$382K Buy
2,370
+1,495
+171% +$231K 0.09% 120
2021
Q3 		$120K Sell
875
-1,250
-59% -$180K 0.05% 119
2021
Q2 		$287K Buy
2,125
+70
+3% +$9.38K 0.08% 100
2021
Q1 		$265K Buy
2,055
+2,031
+8,463% +$261K 0.09% 105
2020
Q4 		$3K Buy
+24
New +$2.65K ﹤0.01% 500

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

Concord Wealth Partners's TEL Position: Q1 2026 in Review

Concord Wealth Partners sold out of TE Connectivity (TEL) in Q1 2026, closing a stake of 360 shares — an estimated $81.9K sold.

Concord Wealth Partners first reported a position in TEL in Q4 2020 and held it in 14 quarters. The position peaked at $382K in Q4 2021. 1,271 funds tracked by Wall St. Rank hold TEL as of Q1 2026.

  • Concord Wealth Partners reported no remaining TE Connectivity position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 360 TE Connectivity shares in Q1 2026, an estimated $81.9K.
  • Concord Wealth Partners first reported a position in TE Connectivity in Q4 2020 and held it in 14 quarters.
  • Concord Wealth Partners's TE Connectivity position peaked at $382K in Q4 2021.
  • 1,271 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.