Sax Wealth Advisors’s TE Connectivity TEL Stock Holding History

Sax Wealth 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	$390K	Sell	1,864 -119	-6%	-$25.4K	0.02%	399
2026 Q1	$451K	Hold	1,983	–	–	0.02%	305
2025 Q4	$451K	Buy	1,983 +21	+1%	+$4.86K	0.02%	309
2025 Q3	$431K	Buy	1,962 +37	+2%	+$7.42K	0.02%	297
2025 Q2	$325K	Buy	1,925 +210	+12%	+$31.9K	0.02%	325
2025 Q1	$242K	Buy	1,715 +49	+3%	+$7.25K	0.02%	322
2024 Q4	$238K	Buy	1,666 +10	+0.6%	+$1.49K	0.02%	300
2024 Q3	$250K	Buy	1,656 +10	+0.6%	+$1.5K	0.02%	249
2024 Q2	$248K	Buy	1,646 +46	+3%	+$6.75K	0.02%	234
2024 Q1	$232K	Hold	1,600	–	–	0.03%	172
2023 Q4	$225K	Buy	+1,600	New	+$206K	0.04%	172

Other funds holding TEL

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 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

Sax Wealth Advisors's TEL Position: Q2 2026 in Review

Sax Wealth Advisors reduced its TE Connectivity (TEL) stake by 6% in Q2 2026, selling an estimated $25.4K and leaving 1,864 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #399.

Sax Wealth Advisors first reported a position in TEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $451K in Q1 2026. 245 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

Sax Wealth Advisors held 1,864 shares of TE Connectivity worth $390K as of Q2 2026.
Sax Wealth Advisors sold 119 TE Connectivity shares in Q2 2026, an estimated $25.4K.
TE Connectivity made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #399 holding.
Sax Wealth Advisors first reported a position in TE Connectivity in Q4 2023 and has held it in 11 quarters since.
Sax Wealth Advisors's TE Connectivity position peaked at $451K in Q1 2026.
245 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.