VANTAGE WEALTH TEL TE CONNECTIVITY PLC

Ownership history in VANTAGE WEALTH  ·  5 quarters on record

AI Ownership Summary

VANTAGE WEALTH reported TE CONNECTIVITY PLC (TEL) in 5 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 5.19% in 2025 Q3. The latest visible filing shows TEL at 4.98% 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 VANTAGE WEALTH's position in TE CONNECTIVITY PLC, 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
2025 Q4

TEL was reported at 4.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.19% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 VANTAGE WEALTH 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6.8% -7.8% 101,310 -7,400 -6.8% 4.98% $23.0M 2026-02-14 (Est.) $235.47
2025 Q3 REDUCED 9.5% +5.6% 108,710 -11,435 -9.5% 5.19% $23.9M 2025-10-14 $219.98
2025 Q2 ADDED 120,145 +23,735 +24.6% 4.59% $20.3M 2025-07-11 $175.94
2025 Q1 REDUCED 96,410 -4,900 -4.8% 3.08% $13.6M 2025-04-09 $132.40
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About VANTAGE WEALTH and TEL

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

How long has VANTAGE WEALTH reported owning TEL?

VANTAGE WEALTH reported TEL across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported TEL position in VANTAGE WEALTH's portfolio?

The largest reported portfolio weight for TEL was 5.19% in 2025 Q3.

What is the latest reported TEL position on this page?

The most recent filing on this page is 2025 Q4, when VANTAGE WEALTH reported 101,310 shares, equal to 4.98% of portfolio, with an estimated market value of $23.0M.

What does the chart on this TEL ownership page compare?

The chart compares VANTAGE WEALTH'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 VANTAGE WEALTH time their TEL position?

Based on 13F filing dates vs. subsequent TEL price moves, VANTAGE WEALTH correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on TEL relative to SPY over the holding period was +50.4%.

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