CX Institutional TEL TE CONNECTIVITY LTD

Ownership history in CX Institutional  ·  28 quarters on record

AI Ownership Summary

CX Institutional reported TE CONNECTIVITY LTD (TEL) in 28 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.21% in 2026 Q2. The latest visible filing shows TEL at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in TE CONNECTIVITY LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TEL was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CX Institutional held TEL — position size vs. price
% of Fund (quarterly)    TEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 36,046 +4,927 +15.8% 0.21% $7K 2026-07-02 $197.44
2026 Q1 ADDED 31,119 +27,666 +801.2% 0.20% $7K 2026-04-06 $208.92
2025 Q4 ADDED 3,453 +42 +1.2% 0.02% $786K 2026-02-02 $225.56
2025 Q3 REDUCED 3,411 -67 -1.9% 0.02% $749K 2025-10-23 $232.48
2025 Q2 ADDED 3,478 +208 +6.4% 0.02% $587K 2025-07-11 $175.27
2025 Q1 REDUCED 10.5% +19.9% 3,270 -383 -10.5% 0.02% $462K 2025-04-15 $127.63
2024 Q4 ADDED 3,653 +121 +3.4% 0.02% $522K 2025-01-21 $145.51
2024 Q3 REDUCED 3,532 -29 -0.8% 0.02% $533K 2024-10-11 $144.11
2024 Q2 ADDED 3,561 +24 +0.7% 0.03% $536K 2024-07-11 $150.54
2024 Q1 ADDED 3,537 +458 +14.9% 0.02% $514K 2024-04-15 $137.55
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CX Institutional and TEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has CX Institutional reported owning TEL?

CX Institutional reported TEL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TEL position in CX Institutional's portfolio?

The largest reported portfolio weight for TEL was 0.21% in 2026 Q2.

What is the latest reported TEL position on this page?

The most recent filing on this page is 2026 Q2, when CX Institutional reported 36,046 shares, equal to 0.21% of portfolio, with an estimated market value of $7K.

What does the chart on this TEL ownership page compare?

The chart compares CX Institutional's quarterly TEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CX Institutional time their TEL position?

Based on 13F filing dates vs. subsequent TEL price moves, CX Institutional correctly timed 12 out of 24 reported position changes (50%). The annualised alpha on TEL relative to SPY over the holding period was -1.7%.

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