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Concurrent Investment Advisors’s TE Connectivity TEL Stock Holding History

Concurrent Investment Advisors’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 		$1.75M Sell
8,666
-246
-3% -$52.4K 0.01% 761
2026
Q1 		$1.86M Buy
8,912
+3,504
+65% +$773K 0.02% 643
2025
Q4 		$1.23M Buy
5,408
+2,929
+118% +$677K 0.01% 739
2025
Q3 		$544K Buy
2,479
+140
+6% +$28.1K 0.01% 879
2025
Q2 		$395K Buy
2,339
+308
+15% +$46.8K 0.01% 939
2025
Q1 		$287K Buy
2,031
+178
+10% +$26.3K 0.01% 951
2024
Q4 		$265K Sell
1,853
-103
-5% -$15.3K 0.01% 878
2024
Q3 		$295K Buy
1,956
+117
+6% +$17.5K 0.01% 789
2024
Q2 		$277K Buy
1,839
+42
+2% +$6.16K 0.01% 768
2024
Q1 		$261K Buy
1,797
+45
+3% +$6.3K 0.01% 716
2023
Q4 		$246K Buy
+1,752
New +$225K 0.01% 715

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

Concurrent Investment Advisors's TEL Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its TE Connectivity (TEL) stake by 2.8% in Q2 2026, selling an estimated $52.4K and leaving 8,666 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #761.

Concurrent Investment Advisors first reported a position in TEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q1 2026. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Concurrent Investment Advisors held 8,666 shares of TE Connectivity worth $1.75M as of Q2 2026.
  • Concurrent Investment Advisors sold 246 TE Connectivity shares in Q2 2026, an estimated $52.4K.
  • TE Connectivity made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #761 holding.
  • Concurrent Investment Advisors first reported a position in TE Connectivity in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's TE Connectivity position peaked at $1.86M in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.