$TEX icon$

Global Retirement Partners’s Terex TEX Stock Holding History

Global Retirement Partners’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	$20.2K	Buy	+279	New	+$17.4K	﹤0.01%	3054
2025 Q4	$9.02K	Buy	169 +101	+149%	+$5.1K	﹤0.01%	3200
2025 Q3	$3.49K	Hold	68	–	–	﹤0.01%	3110
2025 Q2	$3.17K	Buy	+68	New	+$2.84K	﹤0.01%	3073
2024 Q4	$3.14K	Sell	68 -33	-33%	-$1.72K	﹤0.01%	2903
2024 Q3	$5.34K	Hold	101	–	–	﹤0.01%	2533
2024 Q2	$5.54K	Buy	101 +36	+55%	+$2.13K	﹤0.01%	2569
2024 Q1	$4.19K	Hold	65	–	–	﹤0.01%	2472
2023 Q4	$3.69K	Hold	65	–	–	﹤0.01%	2444
2023 Q3	$3.47K	Buy	65 +12	+23%	+$715	﹤0.01%	2326
2023 Q2	$3.17K	Hold	53	–	–	﹤0.01%	2374
2023 Q1	$2.63K	Hold	53	–	–	﹤0.01%	2402
2022 Q4	$2.26K	Buy	53 +33	+165%	+$1.33K	﹤0.01%	2313
2022 Q3	$1K	Sell	20 -4	-17%	-$131	﹤0.01%	2593
2022 Q2	$1K	Sell	24 -14	-37%	-$466	﹤0.01%	2565
2022 Q1	$1K	Buy	+38	New	+$1.57K	﹤0.01%	2524

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 $3.38T AUM 44.17% 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

Global Retirement Partners's TEX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Terex (TEX) in Q2 2026: 279 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #3054 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TEX as recently as Q4 2025.

Global Retirement Partners first reported a position in TEX in Q1 2022 and has held it in 16 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Global Retirement Partners held 279 shares of Terex worth $20.2K as of Q2 2026.
Terex was a new Global Retirement Partners position in Q2 2026.
Terex made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3054 holding.
Global Retirement Partners first reported a position in Terex in Q1 2022 and has held it in 16 quarters since.
484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.