EP
TEX icon

Essential Partners’s Terex TEX Stock Holding History

Essential 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 		$27.2K Sell
518
-2
-0.4% -$127 0.01% 810
2026
Q2 		$37.6K Sell
520
-44
-8% -$2.75K 0.02% 688
2026
Q1 		$33.3K Buy
564
+356
+171% +$22K 0.01% 728
2025
Q4 		$11.1K Sell
208
-88
-30% -$4.44K ﹤0.01% 1137
2025
Q3 		$15.2K Buy
296
+85
+40% +$4.33K 0.01% 1004
2025
Q2 		$9.9K Buy
+211
New +$8.82K ﹤0.01% 850

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

Essential Partners's TEX Position: Q3 2026 in Review

Essential Partners reduced its Terex (TEX) stake by 0.38% in Q3 2026, selling an estimated $127 and leaving 518 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #810.

Essential Partners first reported a position in TEX in Q2 2025 and has held it in 6 quarters since. The position peaked at $37.6K in Q2 2026. 42 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Essential Partners held 518 shares of Terex worth $27.2K as of Q3 2026.
  • Essential Partners sold 2 Terex shares in Q3 2026, an estimated $127.
  • Terex made up 0.01% of Essential Partners's portfolio in Q3 2026, its #810 holding.
  • Essential Partners first reported a position in Terex in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Terex position peaked at $37.6K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.