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United Financial Planning Group’s TE Connectivity TEL Stock Holding History

United Financial Planning 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
2026
Q1 		– Sell
-69
Closed -$15.7K – 618
2025
Q4 		$15.7K Buy
+69
New +$16K 0.01% 163

Other funds holding TEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

United Financial Planning Group's TEL Position: Q1 2026 in Review

United Financial Planning Group sold out of TE Connectivity (TEL) in Q1 2026, closing a stake of 69 shares — an estimated $15.7K sold.

United Financial Planning Group first reported a position in TEL in Q4 2025 and held it in 1 quarter. The position peaked at $15.7K in Q4 2025. 1,281 funds tracked by Wall St. Rank hold TEL as of Q1 2026.

  • United Financial Planning Group reported no remaining TE Connectivity position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 69 TE Connectivity shares in Q1 2026, an estimated $15.7K.
  • United Financial Planning Group first reported a position in TE Connectivity in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's TE Connectivity position peaked at $15.7K in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.