Mount Yale Investment Advisors’s TE Connectivity TEL Stock Holding History

Mount Yale Investment 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 Q1	$2.41M	Buy	11,514 +1,618	+16%	+$357K	0.06%	335
2025 Q4	$2.25M	Buy	9,896 +5,621	+131%	+$1.3M	0.11%	173
2025 Q3	$939K	Buy	4,275 +3,952	+1,224%	+$792K	0.07%	292
2025 Q2	$54.5K	Buy	+323	New	+$49K	﹤0.01%	795
2019 Q4	–	Sell	-76,226	Closed	-$7.1M	–	336
2019 Q3	$7.1M	Sell	76,226 -3,029	-4%	-$279K	1.27%	21
2019 Q2	$7.04M	Sell	79,255 -10,979	-12%	-$991K	1.3%	19
2019 Q1	$7.29M	Buy	90,234 +1,273	+1%	+$103K	1.36%	19
2018 Q4	$7.12M	Buy	88,961 +87,072	+4,609%	+$6.71M	1.45%	18
2018 Q3	$152K	Sell	1,889 -1,713	-48%	-$158K	0.03%	330
2018 Q2	$324K	Sell	3,602 -106	-3%	-$10.2K	0.06%	241
2018 Q1	$370K	Buy	+3,708	New	+$375K	0.08%	220

Other funds holding TEL

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mount Yale Investment Advisors's TEL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its TE Connectivity (TEL) stake by 16% in Q1 2026, buying an estimated $357K and bringing the position to 11,514 shares worth $2.41M. The position accounts for 0.06% of the portfolio, ranked #335.

Mount Yale Investment Advisors first reported a position in TEL in Q1 2018 and has held it in 11 quarters since. The position peaked at $7.29M in Q1 2019. 1,272 funds tracked by Wall St. Rank hold TEL as of Q1 2026.

Mount Yale Investment Advisors held 11,514 shares of TE Connectivity worth $2.41M as of Q1 2026.
Mount Yale Investment Advisors bought 1,618 TE Connectivity shares in Q1 2026, an estimated $357K.
TE Connectivity made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #335 holding.
Mount Yale Investment Advisors first reported a position in TE Connectivity in Q1 2018 and has held it in 11 quarters since.
Mount Yale Investment Advisors's TE Connectivity position peaked at $7.29M in Q1 2019.
1,272 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.