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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

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

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

DiNuzzo Private Wealth held its Terex (TEX) position steady in Q2 2026 at 13 shares worth $942. The position accounts for ﹤0.01% of the portfolio, ranked #915.

DiNuzzo Private Wealth first reported a position in TEX in Q4 2023 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • DiNuzzo Private Wealth held 13 shares of Terex worth $942 as of Q2 2026.
  • DiNuzzo Private Wealth left its Terex share count unchanged in Q2 2026.
  • Terex made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #915 holding.
  • DiNuzzo Private Wealth first reported a position in Terex in Q4 2023 and has held it in 11 quarters since.
  • 482 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.