SOA Wealth Advisors’s TE Connectivity TEL Stock Holding History

SOA 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	$28K	Buy	5,235 +5,121	+4,492%	+$1.09M	﹤0.01%	472
2026 Q1	$23.7K	Hold	114	–	–	﹤0.01%	471
2025 Q4	$25.8K	Sell	114 -54	-32%	-$12.5K	﹤0.01%	464
2025 Q3	$36.8K	Buy	168 +54	+47%	+$10.8K	0.01%	422
2025 Q2	$19.1K	Sell	114 -50	-30%	-$7.59K	﹤0.01%	509
2025 Q1	$23.1K	Hold	164	–	–	﹤0.01%	451
2024 Q4	$23.4K	Sell	164 -398	-71%	-$59.3K	﹤0.01%	431
2024 Q3	$84.9K	Buy	562 +2	+0.4%	+$299	0.02%	262
2024 Q2	$84.2K	Buy	+560	New	+$82.1K	0.02%	259
2022 Q3	–	Sell	-4	Closed	–	–	990
2022 Q2	$0	Sell	4 -9	-69%	-$1.11K	﹤0.01%	1024
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	875
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	794
2021 Q3	$1K	Sell	13 -1	-7%	-$144	﹤0.01%	873
2021 Q2	$1K	Sell	14 -2	-13%	-$268	﹤0.01%	847
2021 Q1	$2K	Buy	16 +3	+23%	+$385	﹤0.01%	728
2020 Q4	$1K	Buy	+13	New	+$1.43K	﹤0.01%	765

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

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

SOA Wealth Advisors increased its TE Connectivity (TEL) stake by 4,492% in Q2 2026, buying an estimated $1.09M and bringing the position to 5,235 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

SOA Wealth Advisors first reported a position in TEL in Q4 2020 and has held it in 16 quarters since. The position peaked at $84.9K in Q3 2024. 1,286 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

SOA Wealth Advisors held 5,235 shares of TE Connectivity worth $28K as of Q2 2026.
SOA Wealth Advisors bought 5,121 TE Connectivity shares in Q2 2026, an estimated $1.09M.
TE Connectivity made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #472 holding.
SOA Wealth Advisors first reported a position in TE Connectivity in Q4 2020 and has held it in 16 quarters since.
SOA Wealth Advisors's TE Connectivity position peaked at $84.9K in Q3 2024.
1,286 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.