Keudell/Morrison Wealth Management’s TE Connectivity TEL Stock Holding History

Keudell/Morrison 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	$229K	Hold	1,134	–	–	0.04%	236
2026 Q1	$237K	Sell	1,134 -12	-1%	-$2.65K	0.05%	210
2025 Q4	$261K	Buy	+1,146	New	+$265K	0.05%	194
2025 Q2	$204K	Buy	+1,210	New	+$184K	0.05%	217
2022 Q1	–	Sell	-1,534	Closed	-$247K	–	198
2021 Q4	$247K	Sell	1,534 -182	-11%	-$28.1K	0.1%	163
2021 Q3	$235K	Sell	1,716 -16	-0.9%	-$2.31K	0.1%	157
2021 Q2	$234K	Buy	1,732 +2	+0.1%	+$268	0.13%	153
2021 Q1	$223K	Sell	1,730 -327	-16%	-$42K	0.13%	153
2020 Q4	$249K	Buy	2,057 +2	+0.1%	+$220	0.16%	138
2020 Q3	$201K	Buy	+2,055	New	+$189K	0.13%	138
2020 Q1	–	Sell	-2,088	Closed	-$200K	–	157
2019 Q4	$200K	Buy	+2,088	New	+$193K	0.14%	147

Other funds holding TEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Keudell/Morrison Wealth Management's TEL Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its TE Connectivity (TEL) position steady in Q2 2026 at 1,134 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #236.

Keudell/Morrison Wealth Management first reported a position in TEL in Q4 2019 and has held it in 11 quarters since. The position peaked at $261K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

Keudell/Morrison Wealth Management held 1,134 shares of TE Connectivity worth $229K as of Q2 2026.
Keudell/Morrison Wealth Management left its TE Connectivity share count unchanged in Q2 2026.
TE Connectivity made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #236 holding.
Keudell/Morrison Wealth Management first reported a position in TE Connectivity in Q4 2019 and has held it in 11 quarters since.
Keudell/Morrison Wealth Management's TE Connectivity position peaked at $261K in Q4 2025.
1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.