Phillips Wealth Planners’s TE Connectivity TEL Stock Holding History

Phillips Wealth Planners’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	$307K	Buy	+1,553	New	+$331K	0.23%	148
2026 Q1	–	Sell	-1,419	Closed	-$328K	–	223
2025 Q4	$328K	Sell	1,419 -6	-0.4%	-$1.39K	0.26%	129
2025 Q3	$318K	Buy	+1,425	New	+$286K	0.26%	131
2025 Q1	–	Sell	-1,820	Closed	-$256K	–	190
2024 Q4	$256K	Sell	1,820 -9	-0.5%	-$1.34K	0.26%	137
2024 Q3	$265K	Sell	1,829 -24	-1%	-$3.59K	0.25%	146
2024 Q2	$284K	Sell	1,853 -64	-3%	-$9.39K	0.3%	126
2024 Q1	$274K	Sell	1,917 -261	-12%	-$36.6K	0.31%	125
2023 Q4	$284K	Sell	2,178 -1,166	-35%	-$150K	0.34%	105
2023 Q3	$399K	Buy	3,344 +14	+0.4%	+$1.87K	0.54%	67
2023 Q2	$467K	Buy	3,330 +7	+0.2%	+$885	0.61%	57
2023 Q1	$409K	Buy	+3,323	New	+$421K	0.54%	67

Other funds holding TEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Phillips Wealth Planners's TEL Position: Q2 2026 in Review

Phillips Wealth Planners opened a new position in TE Connectivity (TEL) in Q2 2026: 1,553 shares worth $307K. The stake represents 0.23% of the portfolio and ranks #148 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in TEL as recently as Q4 2025.

Phillips Wealth Planners first reported a position in TEL in Q1 2023 and has held it in 11 quarters since. The position peaked at $467K in Q2 2023. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

Phillips Wealth Planners held 1,553 shares of TE Connectivity worth $307K as of Q2 2026.
TE Connectivity was a new Phillips Wealth Planners position in Q2 2026.
TE Connectivity made up 0.23% of Phillips Wealth Planners's portfolio in Q2 2026, its #148 holding.
Phillips Wealth Planners first reported a position in TE Connectivity in Q1 2023 and has held it in 11 quarters since.
Phillips Wealth Planners's TE Connectivity position peaked at $467K in Q2 2023.
1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.