IWC
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Integrated Wealth Concepts’s Terex TEX Stock Holding History

Integrated Wealth Concepts’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 		$237K Buy
+4,007
New +$248K ﹤0.01% 2002

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

Integrated Wealth Concepts's TEX Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Terex (TEX) in Q1 2026: 4,007 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #2002 among its holdings.

469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Integrated Wealth Concepts held 4,007 shares of Terex worth $237K as of Q1 2026.
  • Terex was a new Integrated Wealth Concepts position in Q1 2026.
  • Terex made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2002 holding.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.