HWA
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Heritage Wealth Advisors’s TE Connectivity TEL Stock Holding History

Heritage 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 		$6.86K Hold
34
– – ﹤0.01% 547
2026
Q1 		$7.11K Buy
+34
New +$7.5K ﹤0.01% 544
2023
Q2 		– Sell
-182
Closed -$23.9K – 589
2023
Q1 		$23.9K Hold
182
– – ﹤0.01% 391
2022
Q4 		$20.9K Hold
182
– – ﹤0.01% 409
2022
Q3 		$20.1K Sell
182
-250
-58% -$31.1K ﹤0.01% 382
2022
Q2 		$49K Hold
432
– – ﹤0.01% 333
2022
Q1 		$57K Sell
432
-485
-53% -$69.4K ﹤0.01% 303
2021
Q4 		$148K Hold
917
– – 0.01% 228
2021
Q3 		$126K Hold
917
– – 0.01% 232
2021
Q2 		$124K Sell
917
-5,532
-86% -$741K 0.01% 236
2021
Q1 		$833K Hold
6,449
– – 0.05% 96
2020
Q4 		$781K Buy
6,449
+432
+7% +$47.6K 0.05% 100
2020
Q3 		$588K Sell
6,017
-47,252
-89% -$4.35M 0.08% 88
2020
Q2 		$4.34M Buy
53,269
+1,799
+3% +$135K 0.61% 33
2020
Q1 		$3.24M Buy
51,470
+45,504
+763% +$3.89M 0.58% 34
2019
Q4 		$572K Buy
5,966
+385
+7% +$35.7K 0.08% 94
2019
Q3 		$520K Sell
5,581
-151
-3% -$13.9K 0.08% 93
2019
Q2 		$549K Hold
5,732
– – 0.08% 83
2019
Q1 		$463K Hold
5,732
– – 0.08% 84
2018
Q4 		$433K Buy
5,732
+5,532
+2,766% +$426K 0.08% 83
2018
Q3 		$17K Buy
+200
New +$18.4K ﹤0.01% 273

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

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

Heritage Wealth Advisors held its TE Connectivity (TEL) position steady in Q2 2026 at 34 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Heritage Wealth Advisors first reported a position in TEL in Q3 2018 and has held it in 21 quarters since. The position peaked at $4.34M in Q2 2020. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Heritage Wealth Advisors held 34 shares of TE Connectivity worth $6.86K as of Q2 2026.
  • Heritage Wealth Advisors left its TE Connectivity share count unchanged in Q2 2026.
  • TE Connectivity made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #547 holding.
  • Heritage Wealth Advisors first reported a position in TE Connectivity in Q3 2018 and has held it in 21 quarters since.
  • Heritage Wealth Advisors's TE Connectivity position peaked at $4.34M in Q2 2020.
  • 1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.