Curio Wealth’s Terex TEX Stock Holding History

Curio Wealth’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	–	Sell	-1	Closed	-$59	–	1013
2026 Q1	$59	Buy	+1	New	+$62	﹤0.01%	1100

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 $3.38T AUM 44.17% 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

Curio Wealth's TEX Position: Q2 2026 in Review

Curio Wealth sold out of Terex (TEX) in Q2 2026, closing a stake of 1 share — an estimated $59 sold.

Curio Wealth first reported a position in TEX in Q1 2026 and held it in 1 quarter. The position peaked at $59 in Q1 2026. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Curio Wealth reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Terex share in Q2 2026, an estimated $59.
Curio Wealth first reported a position in Terex in Q1 2026 and held it in 1 quarter.
Curio Wealth's Terex position peaked at $59 in Q1 2026.
484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.