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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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cherry Tree Wealth Management's TEX Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Terex (TEX) position steady in Q1 2026 at 165 shares worth $9.75K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Cherry Tree Wealth Management first reported a position in TEX in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.1K in Q1 2024. 473 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Cherry Tree Wealth Management held 165 shares of Terex worth $9.75K as of Q1 2026.
  • Cherry Tree Wealth Management left its Terex share count unchanged in Q1 2026.
  • Terex made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #428 holding.
  • Cherry Tree Wealth Management first reported a position in Terex in Q4 2023 and has held it in 10 quarters since.
  • Cherry Tree Wealth Management's Terex position peaked at $17.1K in Q1 2024.
  • 473 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.