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Confluence Wealth Services’s TE Connectivity TEL Stock Holding History

Confluence Wealth Services’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 		$449K Buy
2,226
+624
+39% +$133K 0.01% 348
2026
Q1 		$335K Hold
1,602
– – 0.01% 309
2025
Q4 		$364K Buy
1,602
+34
+2% +$7.86K 0.02% 292
2025
Q3 		$344K Hold
1,568
– – 0.02% 295
2025
Q2 		$264K Sell
1,568
-34
-2% -$5.16K 0.01% 322
2025
Q1 		$218K Sell
1,602
-150
-9% -$22.2K 0.01% 325
2024
Q4 		$275K Sell
1,752
-41
-2% -$6.11K 0.02% 286
2024
Q3 		$271K Sell
1,793
-364
-17% -$54.5K 0.02% 297
2024
Q2 		$324K Sell
2,157
-159
-7% -$23.3K 0.03% 286
2024
Q1 		$336K Buy
2,316
+848
+58% +$119K 0.03% 256
2023
Q4 		$206K Buy
+1,468
New +$189K 0.02% 284
2022
Q3 		– Sell
-1,622
Closed -$217K – 265
2022
Q2 		$217K Sell
1,622
-37
-2% -$4.58K 0.1% 250
2022
Q1 		$217K Buy
+1,659
New +$237K 0.08% 230

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

Confluence Wealth Services's TEL Position: Q2 2026 in Review

Confluence Wealth Services increased its TE Connectivity (TEL) stake by 39% in Q2 2026, buying an estimated $133K and bringing the position to 2,226 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #348.

Confluence Wealth Services first reported a position in TEL in Q1 2022 and has held it in 13 quarters since. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Confluence Wealth Services held 2,226 shares of TE Connectivity worth $449K as of Q2 2026.
  • Confluence Wealth Services bought 624 TE Connectivity shares in Q2 2026, an estimated $133K.
  • TE Connectivity made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #348 holding.
  • Confluence Wealth Services first reported a position in TE Connectivity in Q1 2022 and has held it in 13 quarters since.
  • 1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.