David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  TE Connectivity plc (TEL)
← All TEL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 32,664 0.63 Reduce 29.84% 0.28 $191.12–245.00 · VW $220.93i $6,827,429 SEC
2025   Q4 46,558 0.95 Reduce 2.08% 0.02 $212.32–250.67 · VW $232.66i $10,592,411 SEC
2025   Q3 47,546 0.97 Reduce 39.01% 0.52 $167.37–221.00 · VW $203.74i $10,437,754 SEC
2025   Q2 77,962 1.33 Reduce 12.39% 0.17 $116.30–170.23 · VW $150.77i $13,149,922 SEC
2025   Q1 88,985 1.39 Reduce 3.96% 0.06 $138.24–156.98 · VW $147.84i $12,575,360 SEC
2024   Q4 92,655 1.45 Reduce 1.17% 0.02 $141.52–156.90 · VW $148.50i $13,246,885 SEC
2024   Q3 93,749 1.57 Reduce 1.29% 0.02 $140.60–159.98 · VW $151.06i $14,155,162 SEC
2024   Q2 94,978 1.71 Reduce 1.27% 0.02 $137.61–153.54 · VW $145.67i $14,288,000 SEC
2024   Q1 96,199 1.67 Reduce 2.51% 0.04 $128.52–146.84 · VW $141.54i $13,971,943 SEC
2023   Q4 98,672 1.76 Reduce 1.33% 0.02 $115.00–143.81 · VW $127.40i $13,863,416 SEC
2023   Q3 100,006 1.76 Reduce 0.57% 0.01 $119.64–146.60 · VW $134.25i $12,353,741 SEC
2023   Q2 100,581 1.94 Reduce 0.52% 0.01 $118.12–140.84 · VW $126.91i $14,097,433 SEC
2023   Q1 101,111 1.92 Reduce 0.18% <0.01 $113.46–135.05 · VW $126.52i $13,260,708 SEC
2022   Q4 101,293 1.74 Reduce 1.48% 0.03 $104.76–128.61 · VW $119.31i $11,628,436 SEC
2022   Q3 102,814 1.86 Reduce 0.65% 0.01 $107.12–138.24 · VW $123.98i $11,347,000 SEC
2022   Q2 103,488 1.80 Add 0.71% 0.01 $110.11–132.97 · VW $123.88i $11,710,000 SEC
2022   Q1 102,755 1.81 Add 6.38% 0.11 $125.48–165.81 · VW $139.78i $13,459,000 SEC
2021   Q4 96,596 2.03 Reduce 0.80% 0.02 $137.50–166.44 · VW $152.50i $15,585,000 SEC
2021   Q3 97,373 1.88 Add 0.13% <0.01 $130.72–153.54 · VW $144.56i $13,362,000 SEC
2021   Q2 97,242 1.89 Reduce 1.57% 0.03 $127.54–139.58 · VW $134.15i $13,148,000 SEC
2021   Q1 98,793 1.90 Reduce 1.63% 0.03 $116.87–136.01 · VW $126.97i $12,755,000 SEC
2020   Q4 100,431 2.05 Reduce 2.37% 0.05 $94.16–121.23 · VW $109.57i $12,159,000 SEC
2020   Q3 102,869 1.96 Reduce 1.05% 0.02 $78.16–103.20 · VW $92.43i $10,054,000 SEC
2020   Q2 103,965 1.62 Add 7.19% 0.11 $57.53–92.91 · VW $76.95i $8,478,000 SEC
2020   Q1 96,994 1.39 Reduce 19.41% 0.37 $48.62–101.00 · VW $78.68i $6,109,000 SEC
2019   Q4 120,360 1.88 Reduce 2.23% 0.05 $85.02–96.12 · VW $91.93i $11,535,000 SEC
2019   Q3 123,099 2.04 Reduce 2.29% 0.05 $86.55–97.99 · VW $91.93i $11,470,000 SEC
2019   Q2 125,984 2.18 Reduce 14.06% 0.29 $82.03–96.78 · VW $90.48i $12,067,000 SEC
2019   Q1 146,599 2.06 Reduce 2.68% 0.06 $72.24–84.43 · VW $80.30i $11,838,000 SEC
2018   Q4 150,642 2.15 Reduce 1.24% 0.03 $69.84–87.78 · VW $77.06i $11,393,000 SEC
2018   Q3 152,541 2.17 Reduce 3.19% 0.08 $87.37–95.79 · VW $91.64i $13,413,000 SEC
2018   Q2 157,562 2.38 Reduce 2.41% 0.06 $88.71–102.65 · VW $93.88i $14,190,000 SEC
2018   Q1 161,457 2.69 Reduce 3.53% 0.09 $92.48–108.23 · VW $101.02i $16,130,000 SEC
2017   Q4 167,371 2.54 Reduce 4.96% 0.12 $82.97–97.17 · VW $92.59i $15,907,000 SEC
2017   Q3 176,112 2.41 Reduce 1.20% 0.03 $77.15–85.20 · VW $80.63i $14,628,000 SEC
2017   Q2 178,256 2.41 Reduce 0.76% 0.02 $71.93–80.70 · VW $77.48i $14,025,000 SEC
2017   Q1 179,628 2.35 Reduce 20.73% 0.55 $66.20–76.77 · VW $73.96i $13,391,000 SEC
2016   Q4 226,591 2.66 Reduce 0.37% <0.01 $60.59–71.87 · VW $66.31i $15,698,000 SEC
2016   Q3 227,428 2.58 Reduce 1.38% 0.04 $54.78–64.86 · VW $61.35i $14,642,000 SEC
2016   Q2 230,607 2.56 Reduce 0.99% 0.03 $54.54–63.95 · VW $59.35i $13,170,000 SEC
2016   Q1 232,915 2.85 Reduce 2.58% 0.08 $51.70–63.79 · VW $57.91i $14,422,000 SEC
2015   Q4 239,077 3.00 Reduce 35.51% 1.14 $58.57–67.99 · VW $64.54i $15,447,000 SEC
2015   Q3 370,740 3.20 Add 0.32% 0.01 $54.32–64.98 · VW $60.45i $22,204,000 SEC
2015   Q2 369,559 2.99 Reduce 3.62% 0.12 $63.51–71.70 · VW $67.56i $23,763,000 SEC
2015   Q1 383,441 3.18 Add 1.44% 0.05 $60.54–73.73 · VW $68.93i $27,462,000 SEC
2014   Q4 378,002 2.70 Reduce 0.06% <0.01 $51.03–65.21 · VW $60.29i $23,909,000 SEC
2014   Q3 378,234 2.43 Reduce 1.18% 0.03 $54.55–65.01 · VW $60.80i $20,913,000 SEC
2014   Q2 382,734 2.69 Reduce 2.54% 0.07 $56.28–62.63 · VW $59.82i $23,668,000 SEC
2014   Q1 392,714 2.83 Reduce 2.60% 0.07 $54.16–61.14 · VW $57.85i $23,645,000 SEC
2013   Q4 403,177 2.70 Add 2.07% 0.05 $49.22–55.81 · VW $52.79i $22,219,000 SEC
2013   Q3 395,014 2.76 Reduce 7.00% 0.19 $45.77–54.19 · VW $50.25i $20,454,000 SEC
2013   Q2 424,724 2.70 Reduce 2.26% 0.06 $38.75–46.89 · VW $43.87i $19,342,000 SEC
2013   Q1 434,531 2.70 Reduce 2.99% 0.08 $36.69–42.60 · VW $39.88i $18,220,000 SEC
2012   Q4 447,935 2.73 Add 1.15% 0.03 $31.74–38.00 · VW $34.57i $16,627,000 SEC
2012   Q3 442,850 2.25 Reduce 8.57% 0.19 $30.41–37.49 · VW $33.91i $15,061,000 SEC
2012   Q2 484,336 2.23 Add 22.88% 0.42 $30.18–37.20 · VW $33.63i $15,455,000 SEC
2012   Q1 394,143 1.90 Reduce 4.29% 0.08 $29.39–37.69 · VW $35.00i $14,485,000 SEC
2011   Q4 411,808 1.82 Reduce 3.98% 0.07 $26.58–37.20 · VW $32.67i $12,688,000 SEC
2011   Q3 428,875 1.80 Add 0.20% <0.01 $26.67–38.52 · VW $31.65i $12,069,000 SEC
2011   Q2 428,017 1.84 Reduce 0.48% <0.01 $33.12–38.06 · VW $35.71i $15,734,000 SEC
2011   Q1 430,088 1.75 Buy 1.75 $32.29–38.59 · VW $35.62i $14,976,000 SEC
2009   Q2 0 0.00 Sell 100.00% 1.24 $10.49–21.77 · VW $18.10i SEC
2009   Q1 718,116 1.24 Add 2.08% 0.03 $7.40–17.86 · VW $11.99i $7,928,000 SEC
2008   Q4 703,475 1.49 Add 31.67% 0.36 $12.85–27.91 · VW $18.45i $11,403,000 SEC
2008   Q3 534,276 1.45 Reduce 1.22% 0.03 $24.90–37.57 · VW $31.36i $14,778,000 SEC
2008   Q2 540,865 2.05 Reduce 3.52% 0.06 $33.60–40.34 · VW $37.62i $19,374,000 SEC
2008   Q1 560,605 1.58 Add 4.34% 0.07 $30.19–37.78 · VW $33.59i $19,240,000 SEC
2007   Q4 537,280 1.45 Add 0.56% <0.01 $31.31–38.46 · VW $35.91i $19,949,000 SEC
2007   Q3 534,281 1.25 Buy 1.25 $32.00–41.28 · VW $35.71i
IPO/listing quarter
$18,930,000 SEC
Price snapshot:
Current price$198.18
Avg. buy price$44.58
+/- since buy344.51%
52-week low$171.73
52-week high$251.59