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Cherry Tree Wealth Management’s Terex TEX Stock Holding History

Cherry Tree 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 		$9.75K Hold
165
– – ﹤0.01% 428
2025
Q4 		$8.81K Hold
165
– – ﹤0.01% 436
2025
Q3 		$8.46K Hold
165
– – ﹤0.01% 425
2025
Q2 		$7.7K Sell
165
-100
-38% -$4.18K ﹤0.01% 443
2025
Q1 		$10K Hold
265
– – ﹤0.01% 420
2024
Q4 		$12.2K Hold
265
– – ﹤0.01% 385
2024
Q3 		$14K Hold
265
– – ﹤0.01% 378
2024
Q2 		$14.5K Hold
265
– – ﹤0.01% 359
2024
Q1 		$17.1K Hold
265
– – ﹤0.01% 333
2023
Q4 		$15.2K Buy
+265
New +$13.7K ﹤0.01% 325

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $141B AUM 30.34% 1-Year Est. Return