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Peak Financial Advisors’s TE Connectivity TEL Stock Holding History

Peak Financial 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
Q2 		– Sell
-10,433
Closed -$2.18M – 86
2026
Q1 		$2.18M Buy
10,433
+94
+0.9% +$20.7K 0.97% 33
2025
Q4 		$2.35M Buy
10,339
+6,387
+162% +$1.48M 1.06% 27
2025
Q3 		$868K Buy
3,952
+987
+33% +$198K 0.42% 42
2025
Q2 		$500K Buy
+2,965
New +$450K 0.26% 57

Other funds holding TEL

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Peak Financial Advisors's TEL Position: Q2 2026 in Review

Peak Financial Advisors sold out of TE Connectivity (TEL) in Q2 2026, closing a stake of 10,433 shares — an estimated $2.18M sold.

Peak Financial Advisors first reported a position in TEL in Q2 2025 and held it in 4 quarters. The position peaked at $2.35M in Q4 2025. 242 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Peak Financial Advisors reported no remaining TE Connectivity position as of Q2 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 10,433 TE Connectivity shares in Q2 2026, an estimated $2.18M.
  • Peak Financial Advisors first reported a position in TE Connectivity in Q2 2025 and held it in 4 quarters.
  • Peak Financial Advisors's TE Connectivity position peaked at $2.35M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.