AWM
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Aviso Wealth Management’s Terex TEX Stock Holding History

Aviso Wealth Management’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
-3,833
Closed -$205K – 149
2025
Q4 		$205K Buy
+3,833
New +$194K 0.09% 143
2024
Q4 		– Sell
-3,783
Closed -$200K – 152
2024
Q3 		$200K Hold
3,783
– – 0.11% 144
2024
Q2 		$207K Hold
3,783
– – 0.12% 145
2024
Q1 		$244K Hold
3,783
– – 0.15% 127
2023
Q4 		$217K Buy
+3,783
New +$196K 0.16% 132

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Aviso Wealth Management's TEX Position: Q1 2026 in Review

Aviso Wealth Management sold out of Terex (TEX) in Q1 2026, closing a stake of 3,833 shares — an estimated $205K sold.

Aviso Wealth Management first reported a position in TEX in Q4 2023 and held it in 5 quarters. The position peaked at $244K in Q1 2024. 470 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Aviso Wealth Management reported no remaining Terex position as of Q1 2026 after selling out during the quarter.
  • Aviso Wealth Management sold 3,833 Terex shares in Q1 2026, an estimated $205K.
  • Aviso Wealth Management first reported a position in Terex in Q4 2023 and held it in 5 quarters.
  • Aviso Wealth Management's Terex position peaked at $244K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Terex as of Q1 2026.

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