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Marshall & Sterling Wealth Advisors’s TE Connectivity TEL Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$14.3K Hold
71
– – 0.01% 225
2026
Q1 		$14.8K Buy
71
+1
+1% +$221 0.01% 216
2025
Q4 		$16K Sell
70
-1
-1% -$231 0.01% 207
2025
Q3 		$15.4K Hold
71
– – 0.01% 296
2025
Q2 		$11.8K Buy
71
+2
+3% +$304 0.01% 303
2025
Q1 		$9.86K Sell
69
-1
-1% -$148 0.01% 321
2024
Q4 		$9.93K Buy
+70
New +$10.4K 0.01% 231

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

Marshall & Sterling Wealth Advisors's TEL Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its TE Connectivity (TEL) position steady in Q2 2026 at 71 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #225.

Marshall & Sterling Wealth Advisors first reported a position in TEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $16K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 71 shares of TE Connectivity worth $14.3K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its TE Connectivity share count unchanged in Q2 2026.
  • TE Connectivity made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #225 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in TE Connectivity in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's TE Connectivity position peaked at $16K in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.