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Forum Financial Management’s TE Connectivity TEL Stock Holding History

Forum Financial 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
Q1 		– Sell
-4,117
Closed -$937K – 915
2025
Q4 		$937K Sell
4,117
-39
-0.9% -$9.02K 0.01% 262
2025
Q3 		$912K Buy
4,156
+250
+6% +$50.1K 0.01% 261
2025
Q2 		$659K Buy
3,906
+308
+9% +$46.8K 0.01% 320
2025
Q1 		$508K Buy
3,598
+414
+13% +$61.3K 0.01% 366
2024
Q4 		$455K Sell
3,184
-134
-4% -$20K 0.01% 416
2024
Q3 		$501K Buy
3,318
+7
+0.2% +$1.05K 0.01% 328
2024
Q2 		$498K Buy
3,311
+127
+4% +$18.6K 0.01% 306
2024
Q1 		$462K Hold
3,184
– – 0.01% 349
2023
Q4 		$447K Buy
3,184
+94
+3% +$12.1K 0.01% 317
2023
Q3 		$382K Hold
3,090
– – 0.01% 350
2023
Q2 		$433K Hold
3,090
– – 0.01% 319
2023
Q1 		$405K Buy
3,090
+144
+5% +$18.2K 0.01% 313
2022
Q4 		$338K Sell
2,946
-40
-1% -$4.75K 0.01% 358
2022
Q3 		$330K Sell
2,986
-252
-8% -$31.4K 0.02% 317
2022
Q2 		$366K Buy
3,238
+40
+1% +$4.96K 0.02% 300
2022
Q1 		$418K Hold
3,198
– – 0.02% 284
2021
Q4 		$516K Buy
+3,198
New +$494K 0.03% 239

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Forum Financial Management's TEL Position: Q1 2026 in Review

Forum Financial Management sold out of TE Connectivity (TEL) in Q1 2026, closing a stake of 4,117 shares — an estimated $937K sold.

Forum Financial Management first reported a position in TEL in Q4 2021 and held it in 17 quarters. The position peaked at $937K in Q4 2025. 1,281 funds tracked by Wall St. Rank hold TEL as of Q1 2026.

  • Forum Financial Management reported no remaining TE Connectivity position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,117 TE Connectivity shares in Q1 2026, an estimated $937K.
  • Forum Financial Management first reported a position in TE Connectivity in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's TE Connectivity position peaked at $937K in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.