Defined Wealth Management’s TE Connectivity TEL Stock Holding History

Defined 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
2026 Q3	$793K	Sell	3,755 -1,550	-29%	-$321K	0.41%	61
2026 Q2	$1.07M	Hold	5,305	–	–	0.55%	52
2026 Q1	$1.11M	Hold	5,305	–	–	0.65%	40
2025 Q4	$1.21M	Sell	5,305 -1,550	-23%	-$358K	0.7%	37
2025 Q3	$1.5M	Hold	6,855	–	–	0.87%	30
2025 Q2	$1.16M	Hold	6,855	–	–	0.72%	40
2025 Q1	$969K	Sell	6,855 -301	-4%	-$44.5K	0.65%	43
2024 Q4	$1.02M	Hold	7,156	–	–	0.68%	39
2024 Q3	$1.08M	Buy	7,156 +50	+0.7%	+$7.49K	0.7%	39
2024 Q2	$1.07M	Hold	7,106	–	–	0.74%	39
2024 Q1	$1.03M	Sell	7,106 -392	-5%	-$54.9K	0.74%	37
2023 Q4	$1.05M	Hold	7,498	–	–	0.81%	36
2023 Q3	$926K	Hold	7,498	–	–	0.79%	40
2023 Q2	$1.05M	Hold	7,498	–	–	0.89%	33
2023 Q1	$983K	Hold	7,498	–	–	0.92%	29
2022 Q4	$861K	Hold	7,498	–	–	0.81%	33
2022 Q3	$827K	Buy	7,498 +100	+1%	+$12.4K	0.9%	30
2022 Q2	$837K	Sell	7,398 -100	-1%	-$12.4K	0.86%	31
2022 Q1	$982K	Hold	7,498	–	–	0.86%	28
2021 Q4	$1.21M	Buy	7,498 +100	+1%	+$15.5K	0.99%	28
2021 Q3	$1.02M	Buy	7,398 +38	+0.5%	+$5.48K	0.9%	26
2021 Q2	$995K	Hold	7,360	–	–	0.88%	27
2021 Q1	$950K	Buy	7,360 +185	+3%	+$23.8K	0.9%	26
2020 Q4	$869K	Buy	+7,175	New	+$791K	0.86%	28

Other funds holding TEL

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Defined Wealth Management's TEL Position: Q3 2026 in Review

Defined Wealth Management reduced its TE Connectivity (TEL) stake by 29% in Q3 2026, selling an estimated $321K and leaving 3,755 shares worth $793K. The position accounts for 0.41% of the portfolio, ranked #61.

Defined Wealth Management first reported a position in TEL in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.5M in Q3 2025. 203 funds tracked by Wall St. Rank hold TEL as of Q3 2026.

Defined Wealth Management held 3,755 shares of TE Connectivity worth $793K as of Q3 2026.
Defined Wealth Management sold 1,550 TE Connectivity shares in Q3 2026, an estimated $321K.
TE Connectivity made up 0.41% of Defined Wealth Management's portfolio in Q3 2026, its #61 holding.
Defined Wealth Management first reported a position in TE Connectivity in Q4 2020 and has held it in 24 quarters since.
Defined Wealth Management's TE Connectivity position peaked at $1.5M in Q3 2025.
203 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.