Rothwell Investment Advisors, LLC’s Terex TEX Stock Holding History

Rothwell Investment Advisors, 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	$118K	Buy	+2,247	New	+$143K	0.06%	256

Other funds holding TEX

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 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

Rothwell Investment Advisors, LLC's TEX Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Terex (TEX) in Q3 2026: 2,247 shares worth $118K. The stake represents 0.06% of the portfolio and ranks #256 among its holdings.

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

Rothwell Investment Advisors, LLC held 2,247 shares of Terex worth $118K as of Q3 2026.
Terex was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Terex made up 0.06% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #256 holding.
182 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.