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 Q3	$684	Hold	13	–	–	﹤0.01%	1000
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

CIM

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

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

DiNuzzo Private Wealth's TEX Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Terex (TEX) position steady in Q3 2026 at 13 shares worth $684. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

DiNuzzo Private Wealth first reported a position in TEX in Q4 2023 and has held it in 12 quarters since. The position peaked at $942 in Q2 2026. 42 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

DiNuzzo Private Wealth held 13 shares of Terex worth $684 as of Q3 2026.
DiNuzzo Private Wealth left its Terex share count unchanged in Q3 2026.
Terex made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1000 holding.
DiNuzzo Private Wealth first reported a position in Terex in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Terex position peaked at $942 in Q2 2026.
42 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.