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Larry Mathis Financial Planning’s TE Connectivity TEL Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-1,408
Closed -$294K – 186
2026
Q1 		$294K Sell
1,408
-23
-2% -$5.08K 0.26% 112
2025
Q4 		$326K Buy
+1,431
New +$331K 0.29% 103

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

Larry Mathis Financial Planning's TEL Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of TE Connectivity (TEL) in Q2 2026, closing a stake of 1,408 shares — an estimated $294K sold.

Larry Mathis Financial Planning first reported a position in TEL in Q4 2025 and held it in 2 quarters. The position peaked at $326K in Q4 2025. 1,279 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining TE Connectivity position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 1,408 TE Connectivity shares in Q2 2026, an estimated $294K.
  • Larry Mathis Financial Planning first reported a position in TE Connectivity in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's TE Connectivity position peaked at $326K in Q4 2025.
  • 1,279 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.