Corient Private Wealth
TEX icon

Corient Private Wealth’s Terex TEX Stock Holding History

Corient Private Wealth’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
Q2 		$1.46M Buy
20,133
+16,417
+442% +$1.03M ﹤0.01% 1581
2026
Q1 		$220K Sell
3,716
-976
-21% -$60.4K ﹤0.01% 2501
2025
Q4 		$250K Buy
+4,692
New +$237K ﹤0.01% 2294

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Corient Private Wealth's TEX Position: Q2 2026 in Review

Corient Private Wealth increased its Terex (TEX) stake by 442% in Q2 2026, buying an estimated $1.03M and bringing the position to 20,133 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Corient Private Wealth first reported a position in TEX in Q4 2025 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Corient Private Wealth held 20,133 shares of Terex worth $1.46M as of Q2 2026.
  • Corient Private Wealth bought 16,417 Terex shares in Q2 2026, an estimated $1.03M.
  • Terex made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1581 holding.
  • Corient Private Wealth first reported a position in Terex in Q4 2025 and has held it in 3 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.