Evercore Wealth Management’s TE Connectivity TEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$693K Sell
3,435
-75
-2% -$16K 0.01% 257
2026
Q1
$734K Hold
3,510
0.01% 243
2025
Q4
$799K Sell
3,510
-5,412
-61% -$1.25M 0.01% 237
2025
Q3
$1.96M Buy
8,922
+6,147
+222% +$1.23M 0.03% 159
2025
Q2
$468K Hold
2,775
0.01% 291
2025
Q1
$392K Sell
2,775
-1
-0% -$148 0.01% 306
2024
Q4
$397K Buy
2,776
+1
+0% +$149 0.01% 303
2024
Q3
$419K Hold
2,775
0.01% 293
2024
Q2
$417K Sell
2,775
-72
-3% -$10.6K 0.01% 294
2024
Q1
$413K Sell
2,847
-23
-0.8% -$3.22K 0.01% 303
2023
Q4
$403K Buy
2,870
+209
+8% +$26.9K 0.01% 305
2023
Q3
$329K Hold
2,661
0.01% 308
2023
Q2
$373K Hold
2,661
0.01% 307
2023
Q1
$349K Sell
2,661
-33
-1% -$4.18K 0.01% 306
2022
Q4
$309K Hold
2,694
0.01% 318
2022
Q3
$297K Hold
2,694
0.01% 317
2022
Q2
$305K Sell
2,694
-47
-2% -$5.82K 0.01% 318
2022
Q1
$359K Sell
2,741
-259
-9% -$37K 0.01% 321
2021
Q4
$484K Sell
3,000
-12
-0.4% -$1.85K 0.01% 288
2021
Q3
$413K Hold
3,012
0.01% 313
2021
Q2
$407K Sell
3,012
-472
-14% -$63.2K 0.01% 320
2021
Q1
$450K Sell
3,484
-1,688
-33% -$217K 0.01% 311
2020
Q4
$626K Buy
5,172
+3
+0.1% +$331 0.01% 263
2020
Q3
$505K Buy
5,169
+20
+0.4% +$1.84K 0.01% 261
2020
Q2
$420K Buy
5,149
+100
+2% +$7.53K 0.01% 277
2020
Q1
$318K Buy
5,049
+1,231
+32% +$105K 0.01% 288
2019
Q4
$366K Hold
3,818
0.01% 320
2019
Q3
$356K Buy
3,818
+1,013
+36% +$93.2K 0.01% 307
2019
Q2
$269K Buy
+2,805
New +$253K 0.01% 356
2018
Q4
Sell
-3,025
Closed -$266K 411
2018
Q3
$266K Hold
3,025
0.01% 358
2018
Q2
$272K Buy
+3,025
New +$290K 0.01% 343
2018
Q1
Sell
-965
Closed -$92K 741
2017
Q4
$92K Hold
965
﹤0.01% 478
2017
Q3
$80K Hold
965
﹤0.01% 502
2017
Q2
$76K Buy
965
+330
+52% +$25.3K ﹤0.01% 523
2017
Q1
$47K Sell
635
-149
-19% -$11K ﹤0.01% 610
2016
Q4
$55K Sell
784
-1,468
-65% -$97.2K ﹤0.01% 594
2016
Q3
$145K Buy
2,252
+923
+69% +$56.5K 0.01% 430
2016
Q2
$76K Sell
1,329
-952
-42% -$57.3K ﹤0.01% 506
2016
Q1
$141K Sell
2,281
-9
-0.4% -$523 0.01% 411
2015
Q4
$148K Buy
2,290
+2,183
+2,040% +$141K 0.01% 426
2015
Q3
$6K Buy
107
+57
+114% +$3.47K ﹤0.01% 879
2015
Q2
$3K Sell
50
-84
-63% -$5.81K ﹤0.01% 1018
2015
Q1
$10K Hold
134
﹤0.01% 867
2014
Q4
$8K Hold
134
﹤0.01% 767
2014
Q3
$8K Sell
134
-82
-38% -$5.1K ﹤0.01% 835
2014
Q2
$13K Buy
216
+12
+6% +$719 ﹤0.01% 804
2014
Q1
$12K Buy
204
+50
+32% +$2.87K ﹤0.01% 808
2013
Q4
$8K Sell
154
-103
-40% -$5.42K ﹤0.01% 773
2013
Q3
$13K Buy
+257
New +$12.9K ﹤0.01% 733

Other funds holding TEL

Evercore Wealth Management's TEL Position: Q2 2026 in Review

Evercore Wealth Management reduced its TE Connectivity (TEL) stake by 2.1% in Q2 2026, selling an estimated $16K and leaving 3,435 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #257.

Evercore Wealth Management first reported a position in TEL in Q3 2013 and has held it in 49 quarters since. The position peaked at $1.96M in Q3 2025. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Evercore Wealth Management held 3,435 shares of TE Connectivity worth $693K as of Q2 2026.
  • Evercore Wealth Management sold 75 TE Connectivity shares in Q2 2026, an estimated $16K.
  • TE Connectivity made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Evercore Wealth Management first reported a position in TE Connectivity in Q3 2013 and has held it in 49 quarters since.
  • Evercore Wealth Management's TE Connectivity position peaked at $1.96M in Q3 2025.
  • 1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.