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Whalen Wealth Management’s TE Connectivity TEL Stock Holding History

Whalen Wealth 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
2026
Q3 		$417K Buy
+1,976
New +$409K 0.18% 132
2025
Q4 		– Sell
-1,507
Closed -$331K – 236
2025
Q3 		$331K Buy
+1,507
New +$302K 0.19% 121

Other funds holding TEL

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Whalen Wealth Management's TEL Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in TE Connectivity (TEL) in Q3 2026: 1,976 shares worth $417K. The stake represents 0.18% of the portfolio and ranks #132 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in TEL as recently as Q3 2025.

Whalen Wealth Management first reported a position in TEL in Q3 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold TEL as of Q3 2026.

  • Whalen Wealth Management held 1,976 shares of TE Connectivity worth $417K as of Q3 2026.
  • TE Connectivity was a new Whalen Wealth Management position in Q3 2026.
  • TE Connectivity made up 0.18% of Whalen Wealth Management's portfolio in Q3 2026, its #132 holding.
  • Whalen Wealth Management first reported a position in TE Connectivity in Q3 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.