Obermeyer Wealth Partners
TEL icon

Obermeyer Wealth Partners’s TE Connectivity TEL Stock Holding History

Obermeyer Wealth Partners’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
Q3 		$403K Sell
1,909
-10
-0.5% -$2.07K 0.02% 202
2026
Q2 		$387K Hold
1,919
– – 0.02% 209
2026
Q1 		$401K Buy
1,919
+11
+0.6% +$2.43K 0.02% 196
2025
Q4 		$434K Buy
1,908
+10
+0.5% +$2.31K 0.02% 191
2025
Q3 		$417K Hold
1,898
– – 0.02% 192
2025
Q2 		$320K Hold
1,898
– – 0.02% 211
2025
Q1 		$268K Sell
1,898
-1,015
-35% -$150K 0.01% 216
2024
Q4 		$416K Buy
2,913
+136
+5% +$20.3K 0.02% 173
2024
Q3 		$419K Hold
2,777
– – 0.02% 172
2024
Q2 		$418K Hold
2,777
– – 0.02% 163
2024
Q1 		$403K Hold
2,777
– – 0.02% 161
2023
Q4 		$390K Hold
2,777
– – 0.03% 138
2023
Q3 		$343K Hold
2,777
– – 0.03% 142
2023
Q2 		$389K Hold
2,777
– – 0.03% 137
2023
Q1 		$364K Sell
2,777
-68
-2% -$8.61K 0.03% 138
2022
Q4 		$327K Hold
2,845
– – 0.02% 151
2022
Q3 		$314K Hold
2,845
– – 0.03% 142
2022
Q2 		$322K Hold
2,845
– – 0.02% 137
2022
Q1 		$373K Hold
2,845
– – 0.02% 144
2021
Q4 		$459K Hold
2,845
– – 0.02% 128
2021
Q3 		$390K Hold
2,845
– – 0.02% 137
2021
Q2 		$385K Sell
2,845
-918
-24% -$123K 0.02% 140
2021
Q1 		$486K Buy
+3,763
New +$483K 0.03% 130

Other funds holding TEL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Obermeyer Wealth Partners's TEL Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its TE Connectivity (TEL) stake by 0.52% in Q3 2026, selling an estimated $2.07K and leaving 1,909 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #202.

Obermeyer Wealth Partners first reported a position in TEL in Q1 2021 and has held it in 23 quarters since. The position peaked at $486K in Q1 2021. 678 funds tracked by Wall St. Rank hold TEL as of Q3 2026.

  • Obermeyer Wealth Partners held 1,909 shares of TE Connectivity worth $403K as of Q3 2026.
  • Obermeyer Wealth Partners sold 10 TE Connectivity shares in Q3 2026, an estimated $2.07K.
  • TE Connectivity made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #202 holding.
  • Obermeyer Wealth Partners first reported a position in TE Connectivity in Q1 2021 and has held it in 23 quarters since.
  • Obermeyer Wealth Partners's TE Connectivity position peaked at $486K in Q1 2021.
  • 678 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.