IWC
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Integrated Wealth Concepts’s TE Connectivity TEL Stock Holding History

Integrated Wealth Concepts’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 		$1.22M Buy
6,065
+1,284
+27% +$274K 0.01% 1218
2026
Q1 		$999K Buy
+4,781
New +$1.06M 0.01% 1117
2025
Q4 		– Sell
-5,652
Closed -$1.24M – 2009
2025
Q3 		$1.24M Buy
5,652
+21
+0.4% +$4.21K 0.01% 869
2025
Q2 		$950K Buy
5,631
+961
+21% +$146K 0.01% 950
2025
Q1 		$660K Sell
4,670
-72
-2% -$10.7K 0.01% 1024
2024
Q4 		$678K Buy
4,742
+238
+5% +$35.5K 0.01% 989
2024
Q3 		$680K Sell
4,504
-123
-3% -$18.4K 0.01% 954
2024
Q2 		$696K Sell
4,627
-258
-5% -$37.8K 0.01% 910
2024
Q1 		$710K Buy
4,885
+288
+6% +$40.4K 0.01% 895
2023
Q4 		$646K Sell
4,597
-100
-2% -$12.9K 0.01% 894
2023
Q3 		$580K Buy
4,697
+47
+1% +$6.28K 0.01% 913
2023
Q2 		$652K Buy
4,650
+966
+26% +$122K 0.01% 870
2023
Q1 		$483K Buy
3,684
+1,900
+107% +$240K 0.01% 863
2022
Q4 		$205K Sell
1,784
-128
-7% -$15.2K 0.01% 942
2022
Q3 		$211K Sell
1,912
-9
-0.5% -$1.12K 0.01% 848
2022
Q2 		$217K Sell
1,921
-360
-16% -$44.6K 0.01% 877
2022
Q1 		$299K Buy
2,281
+472
+26% +$67.5K 0.01% 745
2021
Q4 		$292K Buy
+1,809
New +$280K 0.01% 785

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

Integrated Wealth Concepts's TEL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its TE Connectivity (TEL) stake by 27% in Q2 2026, buying an estimated $274K and bringing the position to 6,065 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1218.

Integrated Wealth Concepts first reported a position in TEL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.24M in Q3 2025. 1,285 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Integrated Wealth Concepts held 6,065 shares of TE Connectivity worth $1.22M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,284 TE Connectivity shares in Q2 2026, an estimated $274K.
  • TE Connectivity made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1218 holding.
  • Integrated Wealth Concepts first reported a position in TE Connectivity in Q4 2021 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's TE Connectivity position peaked at $1.24M in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.