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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
Q2 		$72.9K Buy
+361
New +$76.9K 0.01% 319
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 $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

Concord Wealth Partners's TEL Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in TE Connectivity (TEL) in Q2 2026: 361 shares worth $72.9K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in TEL as recently as Q4 2025.

Concord Wealth Partners first reported a position in TEL in Q4 2020 and has held it in 15 quarters since. The position peaked at $382K in Q4 2021. 1,288 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Concord Wealth Partners held 361 shares of TE Connectivity worth $72.9K as of Q2 2026.
  • TE Connectivity was a new Concord Wealth Partners position in Q2 2026.
  • TE Connectivity made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #319 holding.
  • Concord Wealth Partners first reported a position in TE Connectivity in Q4 2020 and has held it in 15 quarters since.
  • Concord Wealth Partners's TE Connectivity position peaked at $382K in Q4 2021.
  • 1,288 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.