ET
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Equitable Trust’s Terex TEX Stock Holding History

Equitable Trust’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 		$203K Buy
3,865
+279
+8% +$17.8K 0.01% 439
2026
Q2 		$260K Hold
3,586
– – 0.01% 416
2026
Q1 		$212K Buy
+3,586
New +$222K 0.01% 450

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Equitable Trust's TEX Position: Q3 2026 in Review

Equitable Trust increased its Terex (TEX) stake by 7.8% in Q3 2026, buying an estimated $17.8K and bringing the position to 3,865 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #439.

Equitable Trust first reported a position in TEX in Q1 2026 and has held it in 3 quarters since. The position peaked at $260K in Q2 2026. 42 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Equitable Trust held 3,865 shares of Terex worth $203K as of Q3 2026.
  • Equitable Trust bought 279 Terex shares in Q3 2026, an estimated $17.8K.
  • Terex made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #439 holding.
  • Equitable Trust first reported a position in Terex in Q1 2026 and has held it in 3 quarters since.
  • Equitable Trust's Terex position peaked at $260K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.