SEC 13F Intelligence

Curated Wealth Partners LLC / TEX

Curated Wealth Partners LLC’s Terex Corp New Position

Does Curated Wealth Partners LLC own Terex Corp New (TEX)? Yes — 226.9K shares worth $13M (+1.69% of its 13F portfolio) as of Q1 2026.

Position Value
$13M
Q1 2026
Shares
226.9K
% of Portfolio
+1.69%
Quarters Held
21
currently held

Position History TEX

Reported value by quarter
Q4 ’20: $6MQ4 ’20Q1 ’21: $8MQ2 ’21: $8MQ3 ’21: $7MQ3 ’21Q4 ’21: $7MQ1 ’22: $7MQ2 ’22: $4MQ2 ’22Q3 ’22: $5MQ4 ’22: $7MQ1 ’23: $6MQ1 ’23Q2 ’23: $7MQ3 ’23: $7MQ4 ’23: $10MQ4 ’23Q2 ’24: $10MQ3 ’24: $9MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $11MQ3 ’25: $12MQ3 ’25Q4 ’25: $12MQ1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026226.9K$13M+1.69%
Q4 2025226.9K$12M+1.31%
Q3 2025226.9K$12M+1.41%
Q2 2025226.9K$11M+1.24%
Q1 2025226.9K$9M+1.11%
Q4 2024226.9K$10M+1.20%
Q3 2024176.9K$9M+1.20%
Q2 2024176.9K$10M+1.35%
Q4 2023176.9K$10M+1.66%
Q3 2023119.4K$7M+1.25%
Q2 2023119.4K$7M+1.39%
Q1 2023119.4K$6M+1.30%
Q4 2022161.2K$7M+1.67%
Q3 2022161.2K$5M+1.41%
Q2 2022161.2K$4M+1.30%
Q1 2022161.2K$7M+2.40%
Q4 2021161.2K$7M+2.29%
Q3 2021161.2K$7M+3.79%
Q2 2021161.2K$8M+4.18%
Q1 2021175.0K$8M+4.95%
Q4 2020175.0K$6M+3.96%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Curated Wealth Partners LLC’s full portfolio or all institutional holders of TEX.