Fagan Associates
TEX icon

Fagan Associates’s Terex TEX Stock Holding History

Fagan Associates’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 		– Sell
-63,060
Closed -$4.56M – 142
2026
Q2 		$4.56M Sell
63,060
-480
-0.8% -$30K 0.56% 49
2026
Q1 		$3.76M Buy
+63,540
New +$3.93M 0.52% 50

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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
DHC
Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 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

Fagan Associates's TEX Position: Q3 2026 in Review

Fagan Associates sold out of Terex (TEX) in Q3 2026, closing a stake of 63,060 shares — an estimated $4.56M sold.

Fagan Associates first reported a position in TEX in Q1 2026 and held it in 2 quarters. The position peaked at $4.56M in Q2 2026. 43 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Fagan Associates reported no remaining Terex position as of Q3 2026 after selling out during the quarter.
  • Fagan Associates sold 63,060 Terex shares in Q3 2026, an estimated $4.56M.
  • Fagan Associates first reported a position in Terex in Q1 2026 and held it in 2 quarters.
  • Fagan Associates's Terex position peaked at $4.56M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Fagan Associates's 13F filing for Q3 2026, filed 13 Oct 2026.