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Root Financial Partners’s TE Connectivity TEL Stock Holding History

Root Financial Partners’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
-445
Closed -$93K – 2891
2026
Q1 		$93K Buy
445
+31
+7% +$6.84K ﹤0.01% 591
2025
Q4 		$94.2K Buy
414
+90
+28% +$20.8K ﹤0.01% 490
2025
Q3 		$71.1K Buy
+324
New +$64.9K ﹤0.01% 553

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

Root Financial Partners's TEL Position: Q2 2026 in Review

Root Financial Partners sold out of TE Connectivity (TEL) in Q2 2026, closing a stake of 445 shares — an estimated $93K sold.

Root Financial Partners first reported a position in TEL in Q3 2025 and held it in 3 quarters. The position peaked at $94.2K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Root Financial Partners reported no remaining TE Connectivity position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 445 TE Connectivity shares in Q2 2026, an estimated $93K.
  • Root Financial Partners first reported a position in TE Connectivity in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's TE Connectivity position peaked at $94.2K in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.