Superior Planning, LLC’s Terex TEX Stock Holding History

Superior Planning, LLC’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	$18.6K	Buy	+354	New	+$22.5K	0.01%	717

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Superior Planning, LLC's TEX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Terex (TEX) in Q3 2026: 354 shares worth $18.6K. The stake represents 0.01% of the portfolio and ranks #717 among its holdings.

284 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

Superior Planning, LLC held 354 shares of Terex worth $18.6K as of Q3 2026.
Terex was a new Superior Planning, LLC position in Q3 2026.
Terex made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #717 holding.
284 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.