SWIM
TEL icon

Smallwood Wealth Investment Management’s TE Connectivity TEL Stock Holding History

Smallwood Wealth Investment 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
2025
Q3 		– Sell
-10
Closed -$1.69K – 583
2025
Q2 		$1.69K Buy
+10
New +$1.52K ﹤0.01% 417

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Smallwood Wealth Investment Management's TEL Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of TE Connectivity (TEL) in Q3 2025, closing a stake of 10 shares — an estimated $1.69K sold.

Smallwood Wealth Investment Management first reported a position in TEL in Q2 2025 and held it in 1 quarter. The position peaked at $1.69K in Q2 2025. 1,180 funds tracked by Wall St. Rank hold TEL as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining TE Connectivity position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 10 TE Connectivity shares in Q3 2025, an estimated $1.69K.
  • Smallwood Wealth Investment Management first reported a position in TE Connectivity in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's TE Connectivity position peaked at $1.69K in Q2 2025.
  • 1,180 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.