$TEX icon$

Atlantic Private Wealth’s Terex TEX Stock Holding History

Atlantic Private Wealth’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 Q1	–	Sell	-20	Closed	-$1.07K	–	394
2025 Q4	$1.07K	Buy	+20	New	+$1.01K	﹤0.01%	252

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atlantic Private Wealth's TEX Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Terex (TEX) in Q1 2026, closing a stake of 20 shares — an estimated $1.07K sold.

Atlantic Private Wealth first reported a position in TEX in Q4 2025 and held it in 1 quarter. The position peaked at $1.07K in Q4 2025. 473 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

Atlantic Private Wealth reported no remaining Terex position as of Q1 2026 after selling out during the quarter.
Atlantic Private Wealth sold 20 Terex shares in Q1 2026, an estimated $1.07K.
Atlantic Private Wealth first reported a position in Terex in Q4 2025 and held it in 1 quarter.
Atlantic Private Wealth's Terex position peaked at $1.07K in Q4 2025.
473 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.