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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
2025
Q4 		– Sell
-1,507
Closed -$331K – 236
2025
Q3 		$331K Buy
+1,507
New +$302K 0.19% 121

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Whalen Wealth Management's TEL Position: Q4 2025 in Review

Whalen Wealth Management sold out of TE Connectivity (TEL) in Q4 2025, closing a stake of 1,507 shares — an estimated $331K sold.

Whalen Wealth Management first reported a position in TEL in Q3 2025 and held it in 1 quarter. The position peaked at $331K in Q3 2025. 1,279 funds tracked by Wall St. Rank hold TEL as of Q4 2025.

  • Whalen Wealth Management reported no remaining TE Connectivity position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,507 TE Connectivity shares in Q4 2025, an estimated $331K.
  • Whalen Wealth Management first reported a position in TE Connectivity in Q3 2025 and held it in 1 quarter.
  • Whalen Wealth Management's TE Connectivity position peaked at $331K in Q3 2025.
  • 1,279 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.