$TEX icon$

Avion Wealth’s Terex TEX Stock Holding History

Avion 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	$0	Hold	14	–	–	﹤0.01%	1594
2025 Q4	$0	Hold	14	–	–	﹤0.01%	1579
2025 Q3	$0	Hold	14	–	–	﹤0.01%	1542
2025 Q2	$0	Buy	+14	New	+$585	﹤0.01%	1598
2024 Q4	–	Sell	-9	Closed	–	–	1270
2024 Q3	$0	Buy	+9	New	+$497	﹤0.01%	1322

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avion Wealth's TEX Position: Q1 2026 in Review

Avion Wealth held its Terex (TEX) position steady in Q1 2026 at 14 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Avion Wealth first reported a position in TEX in Q3 2024 and has held it in 5 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

Avion Wealth held 14 shares of Terex worth $0 as of Q1 2026.
Avion Wealth left its Terex share count unchanged in Q1 2026.
Terex made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1594 holding.
Avion Wealth first reported a position in Terex in Q3 2024 and has held it in 5 quarters since.
469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.