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Williams Jones Wealth Management’s TE Connectivity TEL Stock Holding History

Williams Jones 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
Q2 		$832K Buy
4,126
+182
+5% +$38.8K 0.01% 294
2026
Q1 		$824K Hold
3,944
– – 0.01% 289
2025
Q4 		$897K Buy
3,944
+640
+19% +$148K 0.01% 268
2025
Q3 		$725K Sell
3,304
-13
-0.4% -$2.6K 0.01% 299
2025
Q2 		$559K Buy
3,317
+91
+3% +$13.8K 0.01% 333
2025
Q1 		$456K Buy
3,226
+103
+3% +$15.2K 0.01% 347
2024
Q4 		$446K Sell
3,123
-145
-4% -$21.6K 0.01% 362
2024
Q3 		$493K Buy
3,268
+27
+0.8% +$4.04K 0.01% 363
2024
Q2 		$488K Hold
3,241
– – 0.01% 352
2024
Q1 		$471K Buy
3,241
+8
+0.2% +$1.12K 0.01% 365
2023
Q4 		$454K Sell
3,233
-277
-8% -$35.6K 0.01% 358
2023
Q3 		$434K Hold
3,510
– – 0.01% 361
2023
Q2 		$492K Sell
3,510
-50
-1% -$6.32K 0.01% 347
2023
Q1 		$467K Hold
3,560
– – 0.01% 380
2022
Q4 		$409K Sell
3,560
-1
-0% -$119 0.01% 394
2022
Q3 		$393K Hold
3,561
– – 0.01% 401
2022
Q2 		$403K Buy
3,561
+764
+27% +$94.6K 0.01% 399
2022
Q1 		$366K Hold
2,797
– – 0.01% 394
2021
Q4 		$451K Hold
2,797
– – 0.01% 345
2021
Q3 		$384K Sell
2,797
-13
-0.5% -$1.88K 0.01% 355
2021
Q2 		$380K Buy
2,810
+13
+0.5% +$1.74K 0.01% 362
2021
Q1 		$361K Hold
2,797
– – 0.01% 351
2020
Q4 		$339K Hold
2,797
– – 0.01% 353
2020
Q3 		$273K Hold
2,797
– – 0.01% 348
2020
Q2 		$228K Buy
+2,797
New +$211K ﹤0.01% 356
2020
Q1 		– Sell
-2,170
Closed -$208K – 432
2019
Q4 		$208K Buy
+2,170
New +$201K ﹤0.01% 408

Other funds holding TEL

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Williams Jones Wealth Management's TEL Position: Q2 2026 in Review

Williams Jones Wealth Management increased its TE Connectivity (TEL) stake by 4.6% in Q2 2026, buying an estimated $38.8K and bringing the position to 4,126 shares worth $832K. The position accounts for 0.01% of the portfolio, ranked #294.

Williams Jones Wealth Management first reported a position in TEL in Q4 2019 and has held it in 26 quarters since. The position peaked at $897K in Q4 2025. 621 funds tracked by Wall St. Rank hold TEL as of Q2 2026.

  • Williams Jones Wealth Management held 4,126 shares of TE Connectivity worth $832K as of Q2 2026.
  • Williams Jones Wealth Management bought 182 TE Connectivity shares in Q2 2026, an estimated $38.8K.
  • TE Connectivity made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #294 holding.
  • Williams Jones Wealth Management first reported a position in TE Connectivity in Q4 2019 and has held it in 26 quarters since.
  • Williams Jones Wealth Management's TE Connectivity position peaked at $897K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.