WIM
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Waverton Investment Management’s TE Connectivity TEL Stock Holding History

Waverton 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
Q4 		– Sell
-51,347
Closed -$11.3M – 82
2025
Q3 		$11.3M Sell
51,347
-1,051,314
-95% -$211M 0.15% 44
2025
Q2 		$186M Sell
1,102,661
-484,554
-31% -$73.6M 2.56% 19
2025
Q1 		$224M Buy
1,587,215
+109,234
+7% +$16.2M 3.47% 11
2024
Q4 		$211M Buy
1,477,981
+66,933
+5% +$9.97M 3.37% 12
2024
Q3 		$213M Buy
1,411,048
+106,688
+8% +$16M 3.5% 11
2024
Q2 		$196M Buy
1,304,360
+41,894
+3% +$6.14M 3.7% 10
2024
Q1 		$183M Buy
1,262,466
+69,320
+6% +$9.71M 3.81% 11
2023
Q4 		$168M Buy
1,193,146
+41,293
+4% +$5.31M 4.07% 11
2023
Q3 		$142M Buy
1,151,853
+23,332
+2% +$3.12M 4.12% 10
2023
Q2 		$158M Buy
1,128,521
+49,064
+5% +$6.2M 4.49% 6
2023
Q1 		$142M Buy
1,079,457
+28,071
+3% +$3.55M 4.37% 5
2022
Q4 		$121M Buy
1,051,386
+17,379
+2% +$2.06M 4.44% 7
2022
Q3 		$114M Buy
1,034,007
+53,822
+5% +$6.7M 4.67% 7
2022
Q2 		$111M Buy
980,185
+68,146
+7% +$8.44M 4.32% 8
2022
Q1 		$119M Buy
912,039
+51,411
+6% +$7.35M 4.03% 11
2021
Q4 		$139M Buy
860,628
+23,457
+3% +$3.63M 4.41% 10
2021
Q3 		$115M Sell
837,171
-61,811
-7% -$8.92M 4.53% 9
2021
Q2 		$122M Buy
898,982
+11,805
+1% +$1.58M 4.72% 9
2021
Q1 		$115M Buy
887,177
+2,137
+0.2% +$275K 4.97% 7
2020
Q4 		$107M Buy
885,040
+77,550
+10% +$8.55M 4.94% 5
2020
Q3 		$78.9M Buy
807,490
+218,815
+37% +$20.1M 3.92% 12
2020
Q2 		$48M Buy
588,675
+520,400
+762% +$39.2M 2.6% 16
2020
Q1 		$4.3M Buy
+68,275
New +$5.83M 0.28% 31

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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

Waverton Investment Management's TEL Position: Q4 2025 in Review

Waverton Investment Management sold out of TE Connectivity (TEL) in Q4 2025, closing a stake of 51,347 shares — an estimated $11.3M sold.

Waverton Investment Management first reported a position in TEL in Q1 2020 and held it in 23 quarters. The position peaked at $224M in Q1 2025. 1,277 funds tracked by Wall St. Rank hold TEL as of Q4 2025.

  • Waverton Investment Management reported no remaining TE Connectivity position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 51,347 TE Connectivity shares in Q4 2025, an estimated $11.3M.
  • Waverton Investment Management first reported a position in TE Connectivity in Q1 2020 and held it in 23 quarters.
  • Waverton Investment Management's TE Connectivity position peaked at $224M in Q1 2025.
  • 1,277 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.