Aviso Wealth Management
TEX icon

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
Q3 		– Sell
-2,830
Closed -$205K – 144
2026
Q2 		$205K Buy
+2,830
New +$177K 0.07% 140
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 $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aviso Wealth Management's TEX Position: Q3 2026 in Review

Aviso Wealth Management sold out of Terex (TEX) in Q3 2026, closing a stake of 2,830 shares — an estimated $205K sold.

Aviso Wealth Management first reported a position in TEX in Q4 2023 and held it in 6 quarters. The position peaked at $244K in Q1 2024. 230 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Aviso Wealth Management reported no remaining Terex position as of Q3 2026 after selling out during the quarter.
  • Aviso Wealth Management sold 2,830 Terex shares in Q3 2026, an estimated $205K.
  • Aviso Wealth Management first reported a position in Terex in Q4 2023 and held it in 6 quarters.
  • Aviso Wealth Management's Terex position peaked at $244K in Q1 2024.
  • 230 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.