MWM
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Modera Wealth Management’s TE Connectivity TEL Stock Holding History

Modera 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
Q2 		$283K Sell
1,405
-22
-2% -$4.69K ﹤0.01% 561
2026
Q1 		$298K Sell
1,427
-1,123
-44% -$248K ﹤0.01% 535
2025
Q4 		$580K Buy
2,550
+5
+0.2% +$1.16K 0.01% 430
2025
Q3 		$559K Buy
2,545
+101
+4% +$20.2K 0.01% 435
2025
Q2 		$412K Sell
2,444
-334
-12% -$50.7K 0.01% 481
2025
Q1 		$393K Sell
2,778
-83
-3% -$12.3K 0.01% 470
2024
Q4 		$409K Buy
2,861
+78
+3% +$11.6K ﹤0.01% 468
2024
Q3 		$420K Buy
2,783
+1
+0% +$150 0.01% 436
2024
Q2 		$418K Sell
2,782
-232
-8% -$34K 0.01% 420
2024
Q1 		$438K Buy
3,014
+83
+3% +$11.6K 0.01% 411
2023
Q4 		$412K Buy
2,931
+482
+20% +$62K 0.01% 403
2023
Q3 		$303K Buy
2,449
+41
+2% +$5.48K 0.01% 451
2023
Q2 		$338K Buy
2,408
+103
+4% +$13K 0.01% 451
2023
Q1 		$302K Hold
2,305
– – 0.01% 282
2022
Q4 		$265K Hold
2,305
– – 0.01% 299
2022
Q3 		$254K Hold
2,305
– – 0.01% 270
2022
Q2 		$261K Sell
2,305
-6
-0.3% -$743 0.01% 279
2022
Q1 		$303K Sell
2,311
-1,882
-45% -$269K 0.01% 281
2021
Q4 		$676K Buy
4,193
+1,888
+82% +$292K 0.03% 223
2021
Q3 		$316K Buy
+2,305
New +$333K 0.02% 199

Other funds holding TEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Modera Wealth Management's TEL Position: Q2 2026 in Review

Modera Wealth Management reduced its TE Connectivity (TEL) stake by 1.5% in Q2 2026, selling an estimated $4.69K and leaving 1,405 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Modera Wealth Management first reported a position in TEL in Q3 2021 and has held it in 20 quarters since. The position peaked at $676K in Q4 2021. 720 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Modera Wealth Management held 1,405 shares of TE Connectivity worth $283K as of Q2 2026.
  • Modera Wealth Management sold 22 TE Connectivity shares in Q2 2026, an estimated $4.69K.
  • TE Connectivity made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #561 holding.
  • Modera Wealth Management first reported a position in TE Connectivity in Q3 2021 and has held it in 20 quarters since.
  • Modera Wealth Management's TE Connectivity position peaked at $676K in Q4 2021.
  • 720 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.