Vontobel Holding’s Terex TEX Stock Holding History

Vontobel Holding’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	-4,717	Closed	-$341K	–	1581
2026 Q2	$341K	Sell	4,717 -1,791	-28%	-$112K	﹤0.01%	1191
2026 Q1	$385K	Buy	+6,508	New	+$403K	﹤0.01%	928

Other funds holding TEX

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Vontobel Holding's TEX Position: Q3 2026 in Review

Vontobel Holding sold out of Terex (TEX) in Q3 2026, closing a stake of 4,717 shares — an estimated $341K sold.

Vontobel Holding first reported a position in TEX in Q1 2026 and held it in 2 quarters. The position peaked at $385K in Q1 2026. 134 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

Vontobel Holding reported no remaining Terex position as of Q3 2026 after selling out during the quarter.
Vontobel Holding sold 4,717 Terex shares in Q3 2026, an estimated $341K.
Vontobel Holding first reported a position in Terex in Q1 2026 and held it in 2 quarters.
Vontobel Holding's Terex position peaked at $385K in Q1 2026.
134 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.