EWM
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Empirical Wealth Management’s Terex TEX Stock Holding History

Empirical 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
Q2 		$238K Sell
3,293
-1,090
-25% -$68.2K ﹤0.01% 958
2026
Q1 		$259K Buy
+4,383
New +$271K ﹤0.01% 849

Other funds holding TEX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Empirical Wealth Management's TEX Position: Q2 2026 in Review

Empirical Wealth Management reduced its Terex (TEX) stake by 25% in Q2 2026, selling an estimated $68.2K and leaving 3,293 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Empirical Wealth Management first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $259K in Q1 2026. 171 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Empirical Wealth Management held 3,293 shares of Terex worth $238K as of Q2 2026.
  • Empirical Wealth Management sold 1,090 Terex shares in Q2 2026, an estimated $68.2K.
  • Terex made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #958 holding.
  • Empirical Wealth Management first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
  • Empirical Wealth Management's Terex position peaked at $259K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.