$TEX icon$

Curated Wealth Partners’s Terex TEX Stock Holding History

Curated Wealth 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	$745K	Buy	649,957 +423,035	+186%	+$26.5M	0.1%	189
2026 Q1	$13.4M	Hold	226,922	–	–	1.69%	8
2025 Q4	$12.1M	Hold	226,922	–	–	1.31%	8
2025 Q3	$11.6M	Hold	226,922	–	–	1.41%	8
2025 Q2	$10.6M	Hold	226,922	–	–	1.24%	7
2025 Q1	$8.57M	Hold	226,922	–	–	1.11%	8
2024 Q4	$10.5M	Buy	226,922 +50,000	+28%	+$2.61M	1.2%	8
2024 Q3	$9.36M	Hold	176,922	–	–	1.2%	8
2024 Q2	$9.7M	Buy	+176,922	New	+$10.5M	1.35%	8
2024 Q1	–	Sell	-176,922	Closed	-$10.4M	–	251
2023 Q4	$10.2M	Buy	176,922 +57,500	+48%	+$2.97M	1.66%	5
2023 Q3	$6.88M	Hold	119,422	–	–	1.25%	8
2023 Q2	$7.15M	Hold	119,422	–	–	1.39%	7
2023 Q1	$5.78M	Sell	119,422 -41,813	-26%	-$2.14M	1.3%	8
2022 Q4	$6.89M	Hold	161,235	–	–	1.67%	5
2022 Q3	$4.8M	Hold	161,235	–	–	1.41%	7
2022 Q2	$4.41M	Hold	161,235	–	–	1.3%	6
2022 Q1	$7.09M	Hold	161,235	–	–	2.4%	5
2021 Q4	$7.09M	Hold	161,235	–	–	2.29%	6
2021 Q3	$6.79M	Hold	161,235	–	–	3.79%	4
2021 Q2	$7.68M	Sell	161,235 -13,736	-8%	-$667K	4.18%	4
2021 Q1	$8.06M	Hold	174,971	–	–	4.95%	3
2020 Q4	$6.11M	Buy	+174,971	New	+$5.17M	3.96%	4

Other funds holding TEX

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Curated Wealth Partners's TEX Position: Q2 2026 in Review

Curated Wealth Partners increased its Terex (TEX) stake by 186% in Q2 2026, buying an estimated $26.5M and bringing the position to 649,957 shares worth $745K. The position accounts for 0.1% of the portfolio, ranked #189.

Curated Wealth Partners first reported a position in TEX in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.4M in Q1 2026. 96 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Curated Wealth Partners held 649,957 shares of Terex worth $745K as of Q2 2026.
Curated Wealth Partners bought 423,035 Terex shares in Q2 2026, an estimated $26.5M.
Terex made up 0.1% of Curated Wealth Partners's portfolio in Q2 2026, its #189 holding.
Curated Wealth Partners first reported a position in Terex in Q4 2020 and has held it in 22 quarters since.
Curated Wealth Partners's Terex position peaked at $13.4M in Q1 2026.
96 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.