$TEX icon$

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	$16.4M	Hold	226,922	–	–	1.9%	7
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Curated Wealth Partners held its Terex (TEX) position steady in Q2 2026 at 226,922 shares worth $16.4M. The position accounts for 1.9% of the portfolio, ranked #7.

Curated Wealth Partners first reported a position in TEX in Q4 2020 and has held it in 22 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Curated Wealth Partners held 226,922 shares of Terex worth $16.4M as of Q2 2026.
Curated Wealth Partners left its Terex share count unchanged in Q2 2026.
Terex made up 1.9% of Curated Wealth Partners's portfolio in Q2 2026, its #7 holding.
Curated Wealth Partners first reported a position in Terex in Q4 2020 and has held it in 22 quarters since.
483 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.