EP Wealth Advisors’s TE Connectivity TEL Stock Holding History

EP Wealth 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 Q2	$769K	Sell	3,816 -224	-6%	-$47.7K	﹤0.01%	847
2026 Q1	$844K	Sell	4,040 -353	-8%	-$77.9K	﹤0.01%	696
2025 Q4	$999K	Buy	+4,393	New	+$1.02M	0.01%	625
2025 Q2	$453K	Buy	2,686 +317	+13%	+$48.1K	﹤0.01%	821
2025 Q1	$335K	Buy	2,369 +430	+22%	+$63.6K	﹤0.01%	861
2024 Q4	$277K	Buy	1,939 +99	+5%	+$14.7K	﹤0.01%	906
2024 Q3	$278K	Buy	+1,840	New	+$275K	﹤0.01%	887
2022 Q1	–	Sell	-1,899	Closed	-$306K	–	664
2021 Q4	$306K	Buy	1,899 +13	+0.7%	+$2.01K	0.01%	458
2021 Q3	$259K	Buy	1,886 +5	+0.3%	+$722	0.01%	462
2021 Q2	$254K	Buy	1,881 +93	+5%	+$12.5K	0.01%	478
2021 Q1	$231K	Buy	+1,788	New	+$230K	0.01%	448

Other funds holding TEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EP Wealth Advisors's TEL Position: Q2 2026 in Review

EP Wealth Advisors reduced its TE Connectivity (TEL) stake by 5.5% in Q2 2026, selling an estimated $47.7K and leaving 3,816 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

EP Wealth Advisors first reported a position in TEL in Q1 2021 and has held it in 11 quarters since. The position peaked at $999K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

EP Wealth Advisors held 3,816 shares of TE Connectivity worth $769K as of Q2 2026.
EP Wealth Advisors sold 224 TE Connectivity shares in Q2 2026, an estimated $47.7K.
TE Connectivity made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #847 holding.
EP Wealth Advisors first reported a position in TE Connectivity in Q1 2021 and has held it in 11 quarters since.
EP Wealth Advisors's TE Connectivity position peaked at $999K in Q4 2025.
1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.