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SHP Wealth Management’s TE Connectivity TEL Stock Holding History

SHP Wealth Management’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
Q1 		$296K Sell
1,418
-73
-5% -$16.1K 0.02% 204
2025
Q4 		$339K Buy
+1,491
New +$345K 0.03% 181

Other funds holding TEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SHP Wealth Management's TEL Position: Q1 2026 in Review

SHP Wealth Management reduced its TE Connectivity (TEL) stake by 4.9% in Q1 2026, selling an estimated $16.1K and leaving 1,418 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #204.

SHP Wealth Management first reported a position in TEL in Q4 2025 and has held it in 2 quarters since. The position peaked at $339K in Q4 2025. 1,277 funds tracked by Wall St. Rank hold TEL as of Q1 2026.

  • SHP Wealth Management held 1,418 shares of TE Connectivity worth $296K as of Q1 2026.
  • SHP Wealth Management sold 73 TE Connectivity shares in Q1 2026, an estimated $16.1K.
  • TE Connectivity made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #204 holding.
  • SHP Wealth Management first reported a position in TE Connectivity in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's TE Connectivity position peaked at $339K in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.