Crewe Advisors’s TE Connectivity TEL Stock Holding History

Crewe 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 Q1	$11.9K	Buy	57 +41	+256%	+$9.05K	﹤0.01%	605
2025 Q4	$3.64K	Buy	+16	New	+$3.7K	﹤0.01%	784
2025 Q2	–	Sell	-3	Closed	-$424	–	829
2025 Q1	$424	Hold	3	–	–	﹤0.01%	640
2024 Q4	$429	Sell	3 -230	-99%	-$34.3K	﹤0.01%	573
2024 Q3	$35.2K	Buy	233 +2	+0.9%	+$299	﹤0.01%	339
2024 Q2	$34.8K	Hold	231	–	–	﹤0.01%	434
2024 Q1	$33.6K	Sell	231 -7	-3%	-$981	﹤0.01%	421
2023 Q4	$33.4K	Buy	+238	New	+$30.6K	0.01%	142
2022 Q4	–	Sell	-19	Closed	-$2K	–	1260
2022 Q3	$2K	Buy	+19	New	+$2.37K	﹤0.01%	1085
2021 Q4	–	Sell	-31	Closed	-$4K	–	459
2021 Q3	$4K	Sell	31 -14	-31%	-$2.02K	﹤0.01%	322
2021 Q2	$6K	Sell	45 -28	-38%	-$3.75K	﹤0.01%	324
2021 Q1	$9K	Hold	73	–	–	﹤0.01%	305
2020 Q4	$9K	Sell	73 -28	-28%	-$3.09K	﹤0.01%	281
2020 Q3	$10K	Buy	+101	New	+$9.29K	﹤0.01%	252
2020 Q1	–	Sell	-47	Closed	-$5K	–	240
2019 Q4	$5K	Buy	+47	New	+$4.35K	﹤0.01%	194

Other funds holding TEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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