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

Modern 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
Q1 		$575K Sell
2,719
-92
-3% -$20.3K 0.01% 544
2025
Q4 		$639K Buy
2,811
+342
+14% +$79.1K 0.01% 491
2025
Q3 		$542K Sell
2,469
-32
-1% -$6.41K 0.01% 492
2025
Q2 		$422K Buy
2,501
+306
+14% +$46.5K 0.01% 522
2025
Q1 		$310K Buy
+2,195
New +$325K 0.01% 519

Other funds holding TEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Modern Wealth Management's TEL Position: Q1 2026 in Review

Modern Wealth Management reduced its TE Connectivity (TEL) stake by 3.3% in Q1 2026, selling an estimated $20.3K and leaving 2,719 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #544.

Modern Wealth Management first reported a position in TEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $639K in Q4 2025. 1,271 funds tracked by Wall St. Rank hold TEL as of Q1 2026.

  • Modern Wealth Management held 2,719 shares of TE Connectivity worth $575K as of Q1 2026.
  • Modern Wealth Management sold 92 TE Connectivity shares in Q1 2026, an estimated $20.3K.
  • TE Connectivity made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #544 holding.
  • Modern Wealth Management first reported a position in TE Connectivity in Q1 2025 and has held it in 5 quarters since.
  • Modern Wealth Management's TE Connectivity position peaked at $639K in Q4 2025.
  • 1,271 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.