Pinnacle Wealth Planning Services
TEL icon

Pinnacle Wealth Planning Services’s TE Connectivity TEL Stock Holding History

Pinnacle Wealth Planning Services’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 		$305K Buy
1,445
+24
+2% +$4.96K 0.03% 352
2026
Q2 		$286K Sell
1,421
-10
-0.7% -$2.13K 0.03% 395
2026
Q1 		$299K Buy
1,431
+55
+4% +$12.1K 0.03% 338
2025
Q4 		$313K Buy
+1,376
New +$318K 0.03% 312
2024
Q4 		– Sell
-1,955
Closed -$295K – 548
2024
Q3 		$295K Hold
1,955
– – 0.04% 312
2024
Q2 		$294K Sell
1,955
-3
-0.2% -$440 0.04% 295
2024
Q1 		$284K Hold
1,958
– – 0.04% 312
2023
Q4 		$275K Sell
1,958
-37
-2% -$4.76K 0.04% 293
2023
Q3 		$246K Buy
1,995
+2
+0.1% +$267 0.04% 302
2023
Q2 		$279K Sell
1,993
-45
-2% -$5.69K 0.05% 277
2023
Q1 		$267K Sell
2,038
-27
-1% -$3.42K 0.04% 295
2022
Q4 		$237K Sell
2,065
-225
-10% -$26.7K 0.04% 313
2022
Q3 		$253K Sell
2,290
-67
-3% -$8.34K 0.05% 274
2022
Q2 		$267K Buy
2,357
+314
+15% +$38.9K 0.05% 272
2022
Q1 		$268K Sell
2,043
-223
-10% -$31.9K 0.05% 294
2021
Q4 		$366K Buy
2,266
+438
+24% +$67.7K 0.07% 222
2021
Q3 		$251K Buy
1,828
+34
+2% +$4.91K 0.06% 277
2021
Q2 		$242K Buy
1,794
+28
+2% +$3.75K 0.06% 280
2021
Q1 		$228K Buy
1,766
+121
+7% +$15.5K 0.06% 270
2020
Q4 		$200K Buy
+1,645
New +$181K 0.05% 281

Other funds holding TEL

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's TEL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its TE Connectivity (TEL) stake by 1.7% in Q3 2026, buying an estimated $4.96K and bringing the position to 1,445 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #352.

Pinnacle Wealth Planning Services first reported a position in TEL in Q4 2020 and has held it in 20 quarters since. The position peaked at $366K in Q4 2021. 465 funds tracked by Wall St. Rank hold TEL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,445 shares of TE Connectivity worth $305K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 24 TE Connectivity shares in Q3 2026, an estimated $4.96K.
  • TE Connectivity made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #352 holding.
  • Pinnacle Wealth Planning Services first reported a position in TE Connectivity in Q4 2020 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's TE Connectivity position peaked at $366K in Q4 2021.
  • 465 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.