$TEX icon$

Institute for Wealth Management’s Terex TEX Stock Holding History

Institute for 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	$23K	Buy	+318	New	+$19.9K	﹤0.01%	1082

Other funds holding TEX

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Institute for Wealth Management's TEX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Terex (TEX) in Q2 2026: 318 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1082 among its holdings.

237 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Institute for Wealth Management held 318 shares of Terex worth $23K as of Q2 2026.
Terex was a new Institute for Wealth Management position in Q2 2026.
Terex made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1082 holding.
237 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.