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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Family Offices's TEL Position: Q1 2026 in Review

Heritage Family Offices reduced its TE Connectivity (TEL) stake by 80% in Q1 2026, selling an estimated $1.36M and leaving 1,564 shares worth $327K. The position accounts for 0.14% of the portfolio, ranked #131.

Heritage Family Offices first reported a position in TEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.2M in Q2 2025. 1,271 funds tracked by Wall St. Rank hold TEL as of Q1 2026.

Heritage Family Offices held 1,564 shares of TE Connectivity worth $327K as of Q1 2026.
Heritage Family Offices sold 6,165 TE Connectivity shares in Q1 2026, an estimated $1.36M.
TE Connectivity made up 0.14% of Heritage Family Offices's portfolio in Q1 2026, its #131 holding.
Heritage Family Offices first reported a position in TE Connectivity in Q2 2024 and has held it in 8 quarters since.
Heritage Family Offices's TE Connectivity position peaked at $2.2M in Q2 2025.
1,271 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.