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Congress Wealth Management’s TE Connectivity TEL Stock Holding History

Congress 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
2025
Q2 		$21.2M Buy
125,550
+19,226
+18% +$2.92M 0.21% 122
2025
Q1 		$15M Sell
106,324
-967
-0.9% -$143K 0.18% 143
2024
Q4 		$15.3M Sell
107,291
-17,542
-14% -$2.61M 0.21% 137
2024
Q3 		$18.8M Buy
124,833
+11,038
+10% +$1.65M 0.25% 105
2024
Q2 		$17.1M Buy
113,795
+26,546
+30% +$3.89M 0.27% 97
2024
Q1 		$12.7M Sell
87,249
-250
-0.3% -$35K 0.22% 138
2023
Q4 		$12.3M Buy
87,499
+33
+0% +$4.25K 0.23% 131
2023
Q3 		$10.8M Buy
87,466
+781
+0.9% +$104K 0.22% 134
2023
Q2 		$12.1M Buy
86,685
+890
+1% +$113K 0.28% 108
2023
Q1 		$11.3M Buy
85,795
+5,030
+6% +$637K 0.27% 112
2022
Q4 		$9.27M Buy
80,765
+1,588
+2% +$189K 0.24% 131
2022
Q3 		$8.74M Buy
79,177
+2,431
+3% +$303K 0.24% 135
2022
Q2 		$8.68M Buy
76,746
+376
+0.5% +$46.6K 0.22% 138
2022
Q1 		$10M Buy
76,370
+931
+1% +$133K 0.22% 137
2021
Q4 		$12.2M Buy
+75,439
New +$11.7M 0.24% 116

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Congress Wealth Management's TEL Position: Q2 2025 in Review

Congress Wealth Management increased its TE Connectivity (TEL) stake by 18% in Q2 2025, buying an estimated $2.92M and bringing the position to 125,550 shares worth $21.2M. The position accounts for 0.21% of the portfolio, ranked #122.

Congress Wealth Management first reported a position in TEL in Q4 2021 and has held it in 15 quarters since. 1,067 funds tracked by Wall St. Rank hold TEL as of Q2 2025.

  • Congress Wealth Management held 125,550 shares of TE Connectivity worth $21.2M as of Q2 2025.
  • Congress Wealth Management bought 19,226 TE Connectivity shares in Q2 2025, an estimated $2.92M.
  • TE Connectivity made up 0.21% of Congress Wealth Management's portfolio in Q2 2025, its #122 holding.
  • Congress Wealth Management first reported a position in TE Connectivity in Q4 2021 and has held it in 15 quarters since.
  • 1,067 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.