Curated Wealth Partners 13F: Cuts TEL Stake by $385M

Curated Wealth Partners significantly scaled back its investment in TE Connectivity plc, according to a Form 13F filing submitted to the Securities and Exchange Commission on October 15, 2026. Because 13F filings look backward at holdings from the end of the reporting period, this disclosure may not reflect the investor's current stake today.

What Changed in Curated Wealth Partners's TE Connectivity plc Position

During the period, Curated Wealth Partners trimmed its holdings by 1,824,699 shares, representing a 99.8% decrease. The fund finished the period with 2,853 shares of TE Connectivity plc, valued at roughly $602,212. Previously, the firm held 1,827,552 shares.

Other Institutional Activity in TE Connectivity plc

Other large institutional investors adjusted their positions in TE Connectivity plc around the same time. Blackrock Inc. grew its holdings by 1,225,525 shares, ending with 27,135,147 shares worth about $5.77 billion. Vanguard Capital Management LLC trimmed its stake by 3,809 shares to finish with 19,042,728 shares valued at roughly $4.05 billion. Dodge & Cox Inc. grew its holdings by 2,279,753 shares, ending with 16,968,886 shares worth about $3.61 billion. Vanguard Portfolio Management LLC grew its holdings by 199,457 shares, ending with 16,820,847 shares worth about $3.58 billion. State Street Corporation grew its holdings by 730,635 shares, ending with 13,639,381 shares worth about $2.90 billion.

TE Connectivity plc Stock Down 1.0%

TE Connectivity shares recently traded around $210.89 as of October 16, 2026. The stock sits slightly above its 50-day moving average of $210.46, while trading below its 200-day moving average of $213.74. Over the past 52 weeks, the stock has traded as low as $190.27 and as high as $252.56.

Recent Earnings

TE Connectivity generated trailing-twelve-month revenue of $19.32 billion with basic earnings of $10.21 per share. The company posted a net profit margin of 15.6% and a return on equity of 23.3%. The next corporate earnings update is scheduled for October 28, 2026.

Dividend

TE Connectivity pays an annual dividend of $3.12 per share, giving the stock a dividend yield of 1.46%. The company's dividend payout ratio sits at 28.5%.

Insider Buying and Selling at TE Connectivity plc

Company insiders also transacted in shares earlier in the year. Officer Shadrak W Kroeger sold 9,400 shares on March 2, 2026, valued at approximately $2.09 million. Kroeger sold another 9,400 shares on April 8, 2026, worth about $2.10 million. On May 6, 2026, Kroeger sold 9,400 shares at a price of $215.00 for a total value of $2.02 million. Later, on June 1, 2026, Kroeger sold an additional 9,400 shares at $215.00 per share, totaling $2.02 million.

Analysts Set New Price Targets

Wall Street analysts have issued mixed views on the stock. On July 23, 2026, Baird maintained an Outperform rating and lowered its price target to $225.00 from $240.00. On September 11, 2026, Wells Fargo maintained an Equal-Weight rating while raising its price target to $220.00 from $209.00. Bernstein initiated coverage on September 23, 2026, with an Outperform rating and a $243.00 price target. Goldman Sachs maintained a Buy rating on October 6, 2026, raising its target to $288.00 from $284.00. UBS maintained a Buy rating on October 7, 2026, raising its target to $253.00 from $241.00. Overall, the stock carries a consensus buy recommendation from 19 analysts, with a mean price target of $251.79.

About TE Connectivity plc

TE Connectivity plc manufactures and sells connectivity and sensor solutions across global markets. Operating through Transportation Solutions and Industrial Solutions segments, the firm supplies vital components for automotive, industrial equipment, data communication, and aerospace systems. Institutional adjustments like Curated Wealth Partners' reduction offer a window into how major portfolio managers manage exposure to industrial technology suppliers.

Bottom Line

Investors will look toward TE Connectivity's upcoming earnings report on October 28, 2026, for fresh guidance on demand across its industrial and transportation markets. Regulatory filings provide a delayed snapshot of institutional activity, meaning traders should watch future disclosures to see how large funds adjust their positions next. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.