$TEX icon$

DiNuzzo Private Wealth’s Terex TEX Stock Holding History

DiNuzzo 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	$942	Hold	13	–	–	﹤0.01%	915
2026 Q1	$769	Hold	13	–	–	﹤0.01%	958
2025 Q4	$694	Hold	13	–	–	﹤0.01%	988
2025 Q3	$650	Buy	13 +4	+44%	+$204	﹤0.01%	1018
2025 Q2	$421	Sell	9 -1	-10%	-$42	﹤0.01%	1113
2025 Q1	$378	Sell	10 -3	-23%	-$131	﹤0.01%	1137
2024 Q4	$601	Sell	13 -2	-13%	-$104	﹤0.01%	1022
2024 Q3	$794	Buy	15 +2	+15%	+$111	﹤0.01%	949
2024 Q2	$713	Buy	13 +2	+18%	+$119	﹤0.01%	923
2024 Q1	$709	Hold	11	–	–	﹤0.01%	859
2023 Q4	$633	Buy	+11	New	+$569	﹤0.01%	894

Other funds holding TEX

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

HWG Holdings Houston, Texas $440M AUM 52.68% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return