IFWM
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Institute for Wealth Management’s TE Connectivity TEL Stock Holding History

Institute for Wealth Management’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 		$276K Sell
1,371
-19
-1% -$4.05K 0.02% 442
2026
Q1 		$291K Buy
1,390
+19
+1% +$4.19K 0.03% 432
2025
Q4 		$312K Buy
1,371
+122
+10% +$28.2K 0.03% 424
2025
Q3 		$274K Sell
1,249
-160
-11% -$32.1K 0.03% 473
2025
Q2 		$238K Buy
+1,409
New +$214K 0.03% 498
2024
Q3 		– Sell
-1,416
Closed -$213K – 558
2024
Q2 		$213K Hold
1,416
– – 0.03% 466
2024
Q1 		$206K Buy
+1,416
New +$198K 0.03% 481
2022
Q1 		– Sell
-1,249
Closed -$202K – 564
2021
Q4 		$202K Buy
+1,249
New +$193K 0.03% 474

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

Institute for Wealth Management's TEL Position: Q2 2026 in Review

Institute for Wealth Management reduced its TE Connectivity (TEL) stake by 1.4% in Q2 2026, selling an estimated $4.05K and leaving 1,371 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #442.

Institute for Wealth Management first reported a position in TEL in Q4 2021 and has held it in 8 quarters since. The position peaked at $312K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Institute for Wealth Management held 1,371 shares of TE Connectivity worth $276K as of Q2 2026.
  • Institute for Wealth Management sold 19 TE Connectivity shares in Q2 2026, an estimated $4.05K.
  • TE Connectivity made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #442 holding.
  • Institute for Wealth Management first reported a position in TE Connectivity in Q4 2021 and has held it in 8 quarters since.
  • Institute for Wealth Management's TE Connectivity position peaked at $312K in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.