Heritage Family Offices’s TE Connectivity TEL Stock Holding History

Heritage Family Offices’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	$377K	Buy	1,871 +307	+20%	+$65.4K	0.15%	121
2026 Q1	$327K	Sell	1,564 -6,165	-80%	-$1.36M	0.14%	131
2025 Q4	$1.76M	Sell	7,729 -587	-7%	-$136K	0.8%	30
2025 Q3	$1.83M	Sell	8,316 -7,182	-46%	-$1.44M	0.85%	31
2025 Q2	$2.2M	Hold	15,498	–	–	1.11%	17
2025 Q1	$2.19M	Buy	15,498 +674	+5%	+$99.8K	1.12%	17
2024 Q4	$2.12M	Buy	14,824 +969	+7%	+$144K	1.06%	19
2024 Q3	$2.09M	Buy	13,855 +3,657	+36%	+$548K	1.08%	19
2024 Q2	$1.53M	Buy	+10,198	New	+$1.5M	0.85%	28

Other funds holding TEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Family Offices's TEL Position: Q2 2026 in Review

Heritage Family Offices increased its TE Connectivity (TEL) stake by 20% in Q2 2026, buying an estimated $65.4K and bringing the position to 1,871 shares worth $377K. The position accounts for 0.15% of the portfolio, ranked #121.

Heritage Family Offices first reported a position in TEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.2M in Q2 2025. 1,291 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

Heritage Family Offices held 1,871 shares of TE Connectivity worth $377K as of Q2 2026.
Heritage Family Offices bought 307 TE Connectivity shares in Q2 2026, an estimated $65.4K.
TE Connectivity made up 0.15% of Heritage Family Offices's portfolio in Q2 2026, its #121 holding.
Heritage Family Offices first reported a position in TE Connectivity in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's TE Connectivity position peaked at $2.2M in Q2 2025.
1,291 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.