Smith Salley Wealth Management’s TE Connectivity TEL Stock Holding History

Smith Salley 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 Q2	$203K	Buy	+1,005	New	+$214K	0.01%	273
2024 Q2	–	Sell	-2,215	Closed	-$322K	–	229
2024 Q1	$322K	Sell	2,215 -62,542	-97%	-$8.76M	0.03%	194
2023 Q4	$9.1M	Buy	64,757 +1,488	+2%	+$191K	0.59%	49
2023 Q3	$7.82M	Buy	63,269 +2,625	+4%	+$351K	0.58%	49
2023 Q2	$8.5M	Buy	60,644 +307	+0.5%	+$38.8K	0.63%	47
2023 Q1	$7.91M	Buy	60,337 +2,177	+4%	+$276K	0.63%	47
2022 Q4	$6.68M	Sell	58,160 -2,941	-5%	-$349K	0.57%	52
2022 Q3	$6.74M	Buy	61,101 +1,009	+2%	+$126K	0.63%	48
2022 Q2	$6.8M	Buy	60,092 +1,269	+2%	+$157K	0.59%	53
2022 Q1	$7.71M	Buy	58,823 +1,884	+3%	+$269K	0.58%	49
2021 Q4	$9.19M	Buy	56,939 +1,538	+3%	+$238K	0.65%	46
2021 Q3	$7.6M	Buy	55,401 +1,296	+2%	+$187K	0.6%	46
2021 Q2	$7.32M	Buy	+54,105	New	+$7.25M	0.59%	46

Other funds holding TEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Smith Salley Wealth Management's TEL Position: Q2 2026 in Review

Smith Salley Wealth Management opened a new position in TE Connectivity (TEL) in Q2 2026: 1,005 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: Smith Salley Wealth Management previously reported a position in TEL as recently as Q1 2024.

Smith Salley Wealth Management first reported a position in TEL in Q2 2021 and has held it in 13 quarters since. The position peaked at $9.19M in Q4 2021. 1,288 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

Smith Salley Wealth Management held 1,005 shares of TE Connectivity worth $203K as of Q2 2026.
TE Connectivity was a new Smith Salley Wealth Management position in Q2 2026.
TE Connectivity made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #273 holding.
Smith Salley Wealth Management first reported a position in TE Connectivity in Q2 2021 and has held it in 13 quarters since.
Smith Salley Wealth Management's TE Connectivity position peaked at $9.19M in Q4 2021.
1,288 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.