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 Q3	$8.68K	Hold	165	–	–	﹤0.01%	447
2026 Q2	$11.9K	Hold	165	–	–	﹤0.01%	424
2026 Q1	$9.8K	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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cherry Tree Wealth Management's TEX Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Terex (TEX) position steady in Q3 2026 at 165 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Cherry Tree Wealth Management first reported a position in TEX in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.1K in Q1 2024. 98 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

Cherry Tree Wealth Management held 165 shares of Terex worth $8.68K as of Q3 2026.
Cherry Tree Wealth Management left its Terex share count unchanged in Q3 2026.
Terex made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #447 holding.
Cherry Tree Wealth Management first reported a position in Terex in Q4 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Terex position peaked at $17.1K in Q1 2024.
98 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.