JWM
TEX icon

JPL Wealth Management’s Terex TEX Stock Holding History

JPL 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 		$1.09K Hold
15
– – ﹤0.01% 1272
2026
Q1 		$887 Buy
+15
New +$929 ﹤0.01% 1250
2025
Q4 		– Sell
-15
Closed -$770 – 1016
2025
Q3 		$770 Buy
+15
New +$764 ﹤0.01% 1028

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

JPL Wealth Management held its Terex (TEX) position steady in Q2 2026 at 15 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

JPL Wealth Management first reported a position in TEX in Q3 2025 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • JPL Wealth Management held 15 shares of Terex worth $1.09K as of Q2 2026.
  • JPL Wealth Management left its Terex share count unchanged in Q2 2026.
  • Terex made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1272 holding.
  • JPL Wealth Management first reported a position in Terex in Q3 2025 and has held it in 3 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.