HWA
TEL icon

Heartwood Wealth Advisors’s TE Connectivity TEL Stock Holding History

Heartwood 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 		$206K Hold
1,022
– – 0.02% 227
2026
Q1 		$214K Hold
1,022
– – 0.02% 220
2025
Q4 		$233K Sell
1,022
-15
-1% -$3.47K 0.02% 190
2025
Q3 		$228K Buy
+1,037
New +$208K 0.02% 189

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

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

Heartwood Wealth Advisors held its TE Connectivity (TEL) position steady in Q2 2026 at 1,022 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #227.

Heartwood Wealth Advisors first reported a position in TEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $233K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Heartwood Wealth Advisors held 1,022 shares of TE Connectivity worth $206K as of Q2 2026.
  • Heartwood Wealth Advisors left its TE Connectivity share count unchanged in Q2 2026.
  • TE Connectivity made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #227 holding.
  • Heartwood Wealth Advisors first reported a position in TE Connectivity in Q3 2025 and has held it in 4 quarters since.
  • Heartwood Wealth Advisors's TE Connectivity position peaked at $233K in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.