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Marcum Wealth’s TE Connectivity TEL Stock Holding History

Marcum Wealth’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
2025
Q1 		$363K Sell
2,569
-585
-19% -$86.6K 0.03% 251
2024
Q4 		$451K Buy
3,154
+61
+2% +$9.09K 0.04% 211
2024
Q3 		$467K Sell
3,093
-75
-2% -$11.2K 0.04% 209
2024
Q2 		$477K Sell
3,168
-80
-2% -$11.7K 0.05% 200
2024
Q1 		$472K Sell
3,248
-648
-17% -$90.8K 0.05% 201
2023
Q4 		$547K Buy
3,896
+204
+6% +$26.2K 0.06% 167
2023
Q3 		$456K Sell
3,692
-550
-13% -$73.5K 0.05% 188
2023
Q2 		$595K Sell
4,242
-604
-12% -$76.4K 0.07% 145
2023
Q1 		$636K Buy
4,846
+308
+7% +$39K 0.08% 146
2022
Q4 		$521K Sell
4,538
-73
-2% -$8.67K 0.07% 162
2022
Q3 		$509K Buy
4,611
+1,214
+36% +$151K 0.08% 153
2022
Q2 		$384K Sell
3,397
-398
-10% -$49.3K 0.06% 197
2022
Q1 		$497K Buy
3,795
+7
+0.2% +$1K 0.07% 160
2021
Q4 		$611K Buy
3,788
+337
+10% +$52.1K 0.09% 154
2021
Q3 		$474K Hold
3,451
– – 0.07% 161
2021
Q2 		$467K Sell
3,451
-579
-14% -$77.6K 0.08% 157
2021
Q1 		$520K Buy
+4,030
New +$518K 0.09% 143

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Marcum Wealth's TEL Position: Q1 2025 in Review

Marcum Wealth reduced its TE Connectivity (TEL) stake by 19% in Q1 2025, selling an estimated $86.6K and leaving 2,569 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #251.

Marcum Wealth first reported a position in TEL in Q1 2021 and has held it in 17 quarters since. The position peaked at $636K in Q1 2023. 1,017 funds tracked by Wall St. Rank hold TEL as of Q1 2025.

  • Marcum Wealth held 2,569 shares of TE Connectivity worth $363K as of Q1 2025.
  • Marcum Wealth sold 585 TE Connectivity shares in Q1 2025, an estimated $86.6K.
  • TE Connectivity made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #251 holding.
  • Marcum Wealth first reported a position in TE Connectivity in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's TE Connectivity position peaked at $636K in Q1 2023.
  • 1,017 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.