EWM
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Evermay Wealth Management’s TE Connectivity TEL Stock Holding History

Evermay 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
Q2 		$9.07K Hold
45
– – ﹤0.01% 519
2026
Q1 		$9.41K Hold
45
– – ﹤0.01% 467
2025
Q4 		$10.2K Sell
45
-55
-55% -$12.7K ﹤0.01% 443
2025
Q3 		$22K Hold
100
– – ﹤0.01% 383
2025
Q2 		$16.9K Hold
100
– – ﹤0.01% 398
2025
Q1 		$14.1K Hold
100
– – ﹤0.01% 411
2024
Q4 		$14.3K Hold
100
– – ﹤0.01% 404
2024
Q3 		$15.1K Hold
100
– – ﹤0.01% 416
2024
Q2 		$15K Hold
100
– – ﹤0.01% 418
2024
Q1 		$14.5K Sell
100
-3
-3% -$420 ﹤0.01% 438
2023
Q4 		$14.5K Buy
103
+3
+3% +$386 ﹤0.01% 413
2023
Q3 		$12.4K Hold
100
– – ﹤0.01% 405
2023
Q2 		$14K Hold
100
– – ﹤0.01% 396
2023
Q1 		$13.1K Hold
100
– – ﹤0.01% 391
2022
Q4 		$11.5K Hold
100
– – ﹤0.01% 402
2022
Q3 		$11K Hold
100
– – ﹤0.01% 391
2022
Q2 		$11K Hold
100
– – ﹤0.01% 392
2022
Q1 		$13K Hold
100
– – ﹤0.01% 397
2021
Q4 		$16K Hold
100
– – ﹤0.01% 374
2021
Q3 		$14K Hold
100
– – ﹤0.01% 361
2021
Q2 		$14K Buy
+100
New +$13.4K ﹤0.01% 385

Other funds holding TEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Evermay Wealth Management held its TE Connectivity (TEL) position steady in Q2 2026 at 45 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Evermay Wealth Management first reported a position in TEL in Q2 2021 and has held it in 21 quarters since. The position peaked at $22K in Q3 2025. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Evermay Wealth Management held 45 shares of TE Connectivity worth $9.07K as of Q2 2026.
  • Evermay Wealth Management left its TE Connectivity share count unchanged in Q2 2026.
  • TE Connectivity made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #519 holding.
  • Evermay Wealth Management first reported a position in TE Connectivity in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's TE Connectivity position peaked at $22K in Q3 2025.
  • 1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.