Elevation Wealth Partners’s TE Connectivity TEL Stock Holding History

Elevation Wealth Partners’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	$20.5K	Buy	97 +87	+870%	+$18K	0.01%	673
2026 Q2	$2.02K	Sell	10 -2	-17%	-$426	﹤0.01%	1200
2026 Q1	$2.51K	Sell	12 -6	-33%	-$1.32K	﹤0.01%	866
2025 Q4	$4.1K	Buy	18 +9	+100%	+$2.08K	﹤0.01%	673
2025 Q3	$1.98K	Buy	+9	New	+$1.8K	﹤0.01%	653
2024 Q4	–	Sell	-134	Closed	-$20.2K	–	527
2024 Q3	$20.2K	Sell	134 -24	-15%	-$3.59K	0.01%	296
2024 Q2	$23.8K	Buy	158 +24	+18%	+$3.52K	0.01%	281
2024 Q1	$19.5K	Buy	134 +62	+86%	+$8.69K	0.01%	296
2023 Q4	$8.9K	Hold	72	–	–	0.01%	343
2023 Q3	$8.9K	Hold	72	–	–	0.01%	252
2023 Q2	$10.1K	Hold	72	–	–	0.01%	254
2023 Q1	$9.44K	Buy	+72	New	+$9.11K	0.01%	264

Other funds holding TEL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Elevation Wealth Partners's TEL Position: Q3 2026 in Review

Elevation Wealth Partners increased its TE Connectivity (TEL) stake by 870% in Q3 2026, buying an estimated $18K and bringing the position to 97 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #673.

Elevation Wealth Partners first reported a position in TEL in Q1 2023 and has held it in 12 quarters since. The position peaked at $23.8K in Q2 2024. 567 funds tracked by Wall St. Rank hold TEL as of Q3 2026.

Elevation Wealth Partners held 97 shares of TE Connectivity worth $20.5K as of Q3 2026.
Elevation Wealth Partners bought 87 TE Connectivity shares in Q3 2026, an estimated $18K.
TE Connectivity made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #673 holding.
Elevation Wealth Partners first reported a position in TE Connectivity in Q1 2023 and has held it in 12 quarters since.
Elevation Wealth Partners's TE Connectivity position peaked at $23.8K in Q2 2024.
567 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.