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West Financial Advisors’s TE Connectivity TEL Stock Holding History

West Financial 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
2025
Q2 		– Sell
-98
Closed -$13.8K – 210
2025
Q1 		$13.8K Hold
98
– – ﹤0.01% 141
2024
Q4 		$14K Hold
98
– – ﹤0.01% 138
2024
Q3 		$14.8K Buy
+98
New +$14.7K ﹤0.01% 137
2022
Q2 		– Sell
-54
Closed -$7K – 194
2022
Q1 		$7K Buy
+54
New +$7.72K ﹤0.01% 156

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

West Financial Advisors's TEL Position: Q2 2025 in Review

West Financial Advisors sold out of TE Connectivity (TEL) in Q2 2025, closing a stake of 98 shares — an estimated $13.8K sold.

West Financial Advisors first reported a position in TEL in Q1 2022 and held it in 4 quarters. The position peaked at $14.8K in Q3 2024. 1,066 funds tracked by Wall St. Rank hold TEL as of Q2 2025.

  • West Financial Advisors reported no remaining TE Connectivity position as of Q2 2025 after selling out during the quarter.
  • West Financial Advisors sold 98 TE Connectivity shares in Q2 2025, an estimated $13.8K.
  • West Financial Advisors first reported a position in TE Connectivity in Q1 2022 and held it in 4 quarters.
  • West Financial Advisors's TE Connectivity position peaked at $14.8K in Q3 2024.
  • 1,066 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2025.

Based on West Financial Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.