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Roehl & Yi Investment Advisors’s TE Connectivity TEL Stock Holding History

Roehl & Yi Investment 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 		$387K Sell
1,919
-5
-0.3% -$1.06K 0.13% 130
2026
Q1 		$402K Sell
1,924
-672
-26% -$148K 0.15% 110
2025
Q4 		$591K Sell
2,596
-38
-1% -$8.79K 0.23% 86
2025
Q3 		$578K Buy
+2,634
New +$528K 0.25% 83

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

Roehl & Yi Investment Advisors's TEL Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its TE Connectivity (TEL) stake by 0.26% in Q2 2026, selling an estimated $1.06K and leaving 1,919 shares worth $387K. The position accounts for 0.13% of the portfolio, ranked #130.

Roehl & Yi Investment Advisors first reported a position in TEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $591K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Roehl & Yi Investment Advisors held 1,919 shares of TE Connectivity worth $387K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 5 TE Connectivity shares in Q2 2026, an estimated $1.06K.
  • TE Connectivity made up 0.13% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #130 holding.
  • Roehl & Yi Investment Advisors first reported a position in TE Connectivity in Q3 2025 and has held it in 4 quarters since.
  • Roehl & Yi Investment Advisors's TE Connectivity position peaked at $591K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.