BP
TEX icon

Ballentine Partners’s Terex TEX Stock Holding History

Ballentine Partners’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Sell
3,554
-81
-2% -$5.07K ﹤0.01% 879
2026
Q1 		$215K Buy
+3,635
New +$225K ﹤0.01% 908
2025
Q2 		– Sell
-6,705
Closed -$253K – 1062
2025
Q1 		$253K Buy
+6,705
New +$293K ﹤0.01% 691

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ballentine Partners's TEX Position: Q2 2026 in Review

Ballentine Partners reduced its Terex (TEX) stake by 2.2% in Q2 2026, selling an estimated $5.07K and leaving 3,554 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Ballentine Partners first reported a position in TEX in Q1 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Ballentine Partners held 3,554 shares of Terex worth $257K as of Q2 2026.
  • Ballentine Partners sold 81 Terex shares in Q2 2026, an estimated $5.07K.
  • Terex made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #879 holding.
  • Ballentine Partners first reported a position in Terex in Q1 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.