Key Financial Inc’s TE Connectivity TEL Stock Holding History

Key Financial Inc’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 Q1	$18.4K	Hold	88	–	–	﹤0.01%	745
2025 Q4	$20K	Hold	88	–	–	﹤0.01%	718
2025 Q3	$19.5K	Hold	88	–	–	﹤0.01%	712
2025 Q2	$14.8K	Buy	+88	New	+$13.4K	﹤0.01%	758
2024 Q3	–	Sell	-79	Closed	-$11.9K	–	1365
2024 Q2	$11.9K	Buy	79 +4	+5%	+$587	﹤0.01%	735
2024 Q1	$10.9K	Hold	75	–	–	﹤0.01%	734
2023 Q4	$10.5K	Hold	75	–	–	﹤0.01%	724
2023 Q3	$9.27K	Hold	75	–	–	﹤0.01%	734
2023 Q2	$10.5K	Hold	75	–	–	﹤0.01%	708
2023 Q1	$9.84K	Hold	75	–	–	﹤0.01%	684
2022 Q4	$8.28K	Hold	75	–	–	﹤0.01%	670
2022 Q3	$8K	Hold	75	–	–	﹤0.01%	698
2022 Q2	$8K	Hold	75	–	–	﹤0.01%	700
2022 Q1	$10K	Hold	75	–	–	0.01%	651
2021 Q4	$12K	Buy	75 +17	+29%	+$2.63K	0.01%	564
2021 Q3	$8K	Hold	58	–	–	﹤0.01%	635
2021 Q2	$9K	Hold	58	–	–	0.01%	599
2021 Q1	$7K	Hold	58	–	–	﹤0.01%	551
2020 Q4	$7K	Buy	+58	New	+$6.39K	0.01%	513
2020 Q2	–	Sell	-208	Closed	-$13K	–	567
2020 Q1	$13K	Buy	+208	New	+$17.8K	0.01%	377

Other funds holding TEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return