UAG
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United Advisor Group’s TE Connectivity TEL Stock Holding History

United Advisor Group’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
-1,822
Closed -$307K – 466
2025
Q2 		$307K Buy
1,822
+154
+9% +$23.4K 0.05% 310
2025
Q1 		$236K Buy
1,668
+15
+0.9% +$2.22K 0.05% 313
2024
Q4 		$236K Hold
1,653
– – 0.05% 329
2024
Q3 		$250K Buy
+1,653
New +$247K 0.06% 297

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

United Advisor Group's TEL Position: Q3 2025 in Review

United Advisor Group sold out of TE Connectivity (TEL) in Q3 2025, closing a stake of 1,822 shares — an estimated $307K sold.

United Advisor Group first reported a position in TEL in Q3 2024 and held it in 4 quarters. The position peaked at $307K in Q2 2025. 1,179 funds tracked by Wall St. Rank hold TEL as of Q3 2025.

  • United Advisor Group reported no remaining TE Connectivity position as of Q3 2025 after selling out during the quarter.
  • United Advisor Group sold 1,822 TE Connectivity shares in Q3 2025, an estimated $307K.
  • United Advisor Group first reported a position in TE Connectivity in Q3 2024 and held it in 4 quarters.
  • United Advisor Group's TE Connectivity position peaked at $307K in Q2 2025.
  • 1,179 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2025.

Based on United Advisor Group's 13F filing for Q3 2025, filed 12 Nov 2025.