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 Q3	$12M	Buy	227,473 +551	+0.2%	+$35.1K	0.98%	13
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	$6.1M	Buy	+174,971	New	+$5.17M	3.96%	4

Other funds holding TEX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Curated Wealth Partners's TEX Position: Q3 2026 in Review

Curated Wealth Partners increased its Terex (TEX) stake by 0.24% in Q3 2026, buying an estimated $35.1K and bringing the position to 227,473 shares worth $12M. The position accounts for 0.98% of the portfolio, ranked #13.

Curated Wealth Partners first reported a position in TEX in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.4M in Q2 2026. 78 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

Curated Wealth Partners held 227,473 shares of Terex worth $12M as of Q3 2026.
Curated Wealth Partners bought 551 Terex shares in Q3 2026, an estimated $35.1K.
Terex made up 0.98% of Curated Wealth Partners's portfolio in Q3 2026, its #13 holding.
Curated Wealth Partners first reported a position in Terex in Q4 2020 and has held it in 23 quarters since.
Curated Wealth Partners's Terex position peaked at $16.4M in Q2 2026.
78 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.