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Curated Wealth Partners LLC → TEX
Curated Wealth Partners LLC TEX Position History
Terex Corporation • Industrials
Quarters held
7
Latest value
$11.9M
Q3 2026
Peak value
$16.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.1M |
| Q1 2026 | $13.4M |
| Q2 2026 | $673K |
| Q2 2026 | $72K |
| Q2 2026 | $16.4M |
| Q3 2026 | $29K |
| Q3 2026 | $11.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.9M | 226.9K | — | — |
| Q3 2026 | $29K | 551 | — | — |
| Q2 2026 | $16.4M | 226.9K | — | — |
| Q2 2026 | $72K | 1.5K | — | — |
| Q2 2026 | $673K | 648.4K | — | — |
| Q1 2026 | $13.4M | 226.9K | — | — |
| Q4 2025 | $12.1M | 226.9K | — | — |
Other funds holding TEX
$338.8M
$319.3M
$316.7M
$316.7M
$310.7M
$310.7M
$303.9M