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High Note Wealth’s Terex TEX Stock Holding History

High Note 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
Q1 		$1.71K Buy
+29
New +$1.8K ﹤0.01% 833
2025
Q3 		– Sell
-51
Closed -$2.38K – 991
2025
Q2 		$2.38K Hold
51
– – ﹤0.01% 623
2025
Q1 		$1.93K Hold
51
– – ﹤0.01% 673
2024
Q4 		$2.36K Buy
+51
New +$2.66K ﹤0.01% 653

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

High Note Wealth's TEX Position: Q1 2026 in Review

High Note Wealth opened a new position in Terex (TEX) in Q1 2026: 29 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings. This is a return to the name: High Note Wealth previously reported a position in TEX as recently as Q2 2025.

High Note Wealth first reported a position in TEX in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.38K in Q2 2025. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • High Note Wealth held 29 shares of Terex worth $1.71K as of Q1 2026.
  • Terex was a new High Note Wealth position in Q1 2026.
  • Terex made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #833 holding.
  • High Note Wealth first reported a position in Terex in Q4 2024 and has held it in 4 quarters since.
  • High Note Wealth's Terex position peaked at $2.38K in Q2 2025.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.