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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
2024
Q2 		– Sell
-176,922
Closed -$11.4M – 247
2024
Q1 		$11.4M Buy
+176,922
New +$10.4M 1.67% 5

Other funds holding TEX

MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
New York State Teachers Retirement System (NYSTRS)
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
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

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. 97 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.
  • 97 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.