Lyell Wealth Management
TEL icon

Lyell Wealth Management’s TE Connectivity TEL Stock Holding History

Lyell 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
Q3 		$1.34M Hold
6,371
– – 0.08% 117
2026
Q2 		$1.28M Sell
6,371
-10
-0.2% -$2.13K 0.08% 119
2026
Q1 		$1.33M Hold
6,381
– – 0.1% 104
2025
Q4 		$1.45M Buy
6,381
+69
+1% +$16K 0.11% 100
2025
Q3 		$1.39M Hold
6,312
– – 0.1% 102
2025
Q2 		$1.06M Buy
+6,312
New +$958K 0.08% 121
2023
Q2 		– Sell
-3,100
Closed -$407K – 200
2023
Q1 		$407K Hold
3,100
– – 0.06% 148
2022
Q4 		$356K Hold
3,100
– – 0.06% 154
2022
Q3 		$342K Sell
3,100
-15
-0.5% -$1.87K 0.06% 153
2022
Q2 		$352K Sell
3,115
-147
-5% -$18.2K 0.06% 151
2022
Q1 		$427K Buy
3,262
+2,012
+161% +$288K 0.06% 146
2021
Q4 		$202K Buy
+1,250
New +$193K 0.02% 184

Other funds holding TEL

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Lyell Wealth Management's TEL Position: Q3 2026 in Review

Lyell Wealth Management held its TE Connectivity (TEL) position steady in Q3 2026 at 6,371 shares worth $1.34M. The position accounts for 0.08% of the portfolio, ranked #117.

Lyell Wealth Management first reported a position in TEL in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.45M in Q4 2025. 465 funds tracked by Wall St. Rank hold TEL as of Q3 2026.

  • Lyell Wealth Management held 6,371 shares of TE Connectivity worth $1.34M as of Q3 2026.
  • Lyell Wealth Management left its TE Connectivity share count unchanged in Q3 2026.
  • TE Connectivity made up 0.08% of Lyell Wealth Management's portfolio in Q3 2026, its #117 holding.
  • Lyell Wealth Management first reported a position in TE Connectivity in Q4 2021 and has held it in 12 quarters since.
  • Lyell Wealth Management's TE Connectivity position peaked at $1.45M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.