OF
TEL icon

Optimize Financial’s TE Connectivity TEL Stock Holding History

Optimize Financial’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 		$2.74M Sell
13,566
-47
-0.3% -$10K 0.98% 27
2026
Q1 		$2.85M Buy
+13,613
New +$3M 1.4% 17
2025
Q3 		– Sell
-12,387
Closed -$2.09M – 429
2025
Q2 		$2.09M Sell
12,387
-88
-0.7% -$13.4K 1.28% 18
2025
Q1 		$1.76M Buy
12,475
+476
+4% +$70.4K 0.66% 21
2024
Q4 		$1.72M Buy
+11,999
New +$1.79M 1.29% 22

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

Optimize Financial's TEL Position: Q2 2026 in Review

Optimize Financial reduced its TE Connectivity (TEL) stake by 0.35% in Q2 2026, selling an estimated $10K and leaving 13,566 shares worth $2.74M. The position accounts for 0.98% of the portfolio, ranked #27.

Optimize Financial first reported a position in TEL in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.85M in Q1 2026. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Optimize Financial held 13,566 shares of TE Connectivity worth $2.74M as of Q2 2026.
  • Optimize Financial sold 47 TE Connectivity shares in Q2 2026, an estimated $10K.
  • TE Connectivity made up 0.98% of Optimize Financial's portfolio in Q2 2026, its #27 holding.
  • Optimize Financial first reported a position in TE Connectivity in Q4 2024 and has held it in 5 quarters since.
  • Optimize Financial's TE Connectivity position peaked at $2.85M in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.