Heartwood Wealth Advisors
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
Q3 		$216K Hold
1,022
– – 0.02% 218
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

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Heartwood Wealth Advisors's TEL Position: Q3 2026 in Review

Heartwood Wealth Advisors held its TE Connectivity (TEL) position steady in Q3 2026 at 1,022 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #218.

Heartwood Wealth Advisors first reported a position in TEL in Q3 2025 and has held it in 5 quarters since. The position peaked at $233K in Q4 2025. 166 funds tracked by Wall St. Rank hold TEL as of Q3 2026.

  • Heartwood Wealth Advisors held 1,022 shares of TE Connectivity worth $216K as of Q3 2026.
  • Heartwood Wealth Advisors left its TE Connectivity share count unchanged in Q3 2026.
  • TE Connectivity made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #218 holding.
  • Heartwood Wealth Advisors first reported a position in TE Connectivity in Q3 2025 and has held it in 5 quarters since.
  • Heartwood Wealth Advisors's TE Connectivity position peaked at $233K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.