Winch Advisory Services’s TE Connectivity TEL Stock Holding History

Winch Advisory Services’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 Q1	$4.02K	Hold	19	–	–	﹤0.01%	380
2025 Q4	$4.36K	Hold	19	–	–	﹤0.01%	371
2025 Q3	$4.2K	Hold	19	–	–	﹤0.01%	374
2025 Q2	$3.21K	Hold	19	–	–	﹤0.01%	374
2025 Q1	$2.68K	Hold	19	–	–	﹤0.01%	390
2024 Q4	$2.7K	Hold	19	–	–	﹤0.01%	416
2024 Q3	$2.84K	Hold	19	–	–	﹤0.01%	356
2024 Q2	$2.82K	Hold	19	–	–	﹤0.01%	356
2024 Q1	$2.71K	Hold	19	–	–	﹤0.01%	352
2023 Q4	$2.61K	Buy	19 +1	+6%	+$129	﹤0.01%	345
2023 Q3	$2K	Hold	18	–	–	﹤0.01%	371
2023 Q2	$3K	Hold	18	–	–	﹤0.01%	339
2023 Q1	$2K	Hold	18	–	–	﹤0.01%	366
2022 Q4	$2K	Hold	18	–	–	﹤0.01%	345
2022 Q3	$2K	Sell	18 -18	-50%	-$2.24K	﹤0.01%	336
2022 Q2	$4K	Hold	36	–	–	﹤0.01%	305
2022 Q1	$5K	Hold	36	–	–	﹤0.01%	319
2021 Q4	$6K	Hold	36	–	–	﹤0.01%	316
2021 Q3	$5K	Hold	36	–	–	﹤0.01%	332
2021 Q2	$5K	Hold	36	–	–	﹤0.01%	337
2021 Q1	$5K	Hold	36	–	–	﹤0.01%	314
2020 Q4	$4K	Buy	+36	New	+$3.97K	﹤0.01%	327

Other funds holding TEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return