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Holistic Financial Partners’s TE Connectivity TEL Stock Holding History

Holistic Financial Partners’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
2025
Q1 		– Sell
-1,553
Closed -$222K – 131
2024
Q4 		$222K Buy
1,553
+55
+4% +$8.19K 0.11% 105
2024
Q3 		$226K Buy
1,498
+26
+2% +$3.89K 0.11% 106
2024
Q2 		$221K Sell
1,472
-54
-4% -$7.92K 0.11% 105
2024
Q1 		$222K Sell
1,526
-546
-26% -$76.5K 0.11% 114
2023
Q4 		$291K Buy
2,072
+93
+5% +$12K 0.18% 76
2023
Q3 		$244K Hold
1,979
– – 0.16% 83
2023
Q2 		$277K Sell
1,979
-172
-8% -$21.8K 0.19% 74
2023
Q1 		$282K Buy
2,151
+389
+22% +$49.2K 0.22% 73
2022
Q4 		$202K Buy
+1,762
New +$209K 0.18% 87
2022
Q2 		– Sell
-1,579
Closed -$207K – 115
2022
Q1 		$207K Buy
1,579
+137
+10% +$19.6K 0.13% 106
2021
Q4 		$233K Buy
+1,442
New +$223K 0.14% 98
2021
Q2 		– Sell
-1,887
Closed -$244K – 131
2021
Q1 		$244K Buy
+1,887
New +$242K 0.16% 92
2018
Q2 		– Sell
-887
Closed -$89K – 324
2018
Q1 		$89K Buy
887
+25
+3% +$2.53K 0.07% 128
2017
Q4 		$82K Buy
+862
New +$79.3K 0.07% 139

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Holistic Financial Partners's TEL Position: Q1 2025 in Review

Holistic Financial Partners sold out of TE Connectivity (TEL) in Q1 2025, closing a stake of 1,553 shares — an estimated $222K sold.

Holistic Financial Partners first reported a position in TEL in Q4 2017 and held it in 14 quarters. The position peaked at $291K in Q4 2023. 1,016 funds tracked by Wall St. Rank hold TEL as of Q1 2025.

  • Holistic Financial Partners reported no remaining TE Connectivity position as of Q1 2025 after selling out during the quarter.
  • Holistic Financial Partners sold 1,553 TE Connectivity shares in Q1 2025, an estimated $222K.
  • Holistic Financial Partners first reported a position in TE Connectivity in Q4 2017 and held it in 14 quarters.
  • Holistic Financial Partners's TE Connectivity position peaked at $291K in Q4 2023.
  • 1,016 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2025.

Based on Holistic Financial Partners's 13F filing for Q1 2025, filed 6 May 2025.