$TEX icon$

Gilpin Wealth Management’s Terex TEX Stock Holding History

Gilpin 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	$271K	Hold	3,750	–	–	0.19%	111
2026 Q1	$222K	Hold	3,750	–	–	0.18%	110
2025 Q4	$200K	Buy	+3,750	New	+$189K	0.16%	115

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Gilpin Wealth Management held its Terex (TEX) position steady in Q2 2026 at 3,750 shares worth $271K. The position accounts for 0.19% of the portfolio, ranked #111.

Gilpin Wealth Management first reported a position in TEX in Q4 2025 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Gilpin Wealth Management held 3,750 shares of Terex worth $271K as of Q2 2026.
Gilpin Wealth Management left its Terex share count unchanged in Q2 2026.
Terex made up 0.19% of Gilpin Wealth Management's portfolio in Q2 2026, its #111 holding.
Gilpin Wealth Management first reported a position in Terex in Q4 2025 and has held it in 3 quarters since.
481 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.