MassMutual Private Wealth & Trust
TEX icon

MassMutual Private Wealth & Trust’s Terex TEX Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$5K Sell
95
-44
-32% -$2.8K ﹤0.01% 1621
2026
Q2 		$10.1K Sell
139
-4
-3% -$250 ﹤0.01% 1412
2026
Q1 		$8.45K Buy
143
+67
+88% +$4.15K ﹤0.01% 1431
2025
Q4 		$4.06K Hold
76
– – ﹤0.01% 1763
2025
Q3 		$3.9K Sell
76
-45
-37% -$2.29K ﹤0.01% 1771
2025
Q2 		$5.65K Sell
121
-250
-67% -$10.5K ﹤0.01% 1586
2025
Q1 		$14K Buy
371
+150
+68% +$6.55K ﹤0.01% 1170
2024
Q4 		$10.2K Sell
221
-18
-8% -$938 ﹤0.01% 1251
2024
Q3 		$12.6K Buy
239
+24
+11% +$1.33K ﹤0.01% 1061
2024
Q2 		$11.8K Hold
215
– – ﹤0.01% 1035
2024
Q1 		$13.8K Hold
215
– – ﹤0.01% 938
2023
Q4 		$12.4K Buy
215
+8
+4% +$414 ﹤0.01% 946
2023
Q3 		$11.9K Hold
207
– – ﹤0.01% 943
2023
Q2 		$12.4K Buy
207
+54
+35% +$2.68K ﹤0.01% 900
2023
Q1 		$7.4K Buy
153
+118
+337% +$6.03K ﹤0.01% 1033
2022
Q4 		$1K Hold
35
– – ﹤0.01% 1552
2022
Q3 		$1K Hold
35
– – ﹤0.01% 1533
2022
Q2 		$1K Buy
+35
New +$1.16K ﹤0.01% 1425
2018
Q1 		– Sell
-567
Closed -$27.3K – 1076
2017
Q4 		$27.3K Hold
567
– – ﹤0.01% 502
2017
Q3 		$25.5K Buy
+567
New +$22.4K ﹤0.01% 608
2015
Q3 		– Sell
-25
Closed -$1.03K – 867
2015
Q2 		$1.03K Buy
+25
New +$659 ﹤0.01% 677

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

MassMutual Private Wealth & Trust's TEX Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Terex (TEX) stake by 32% in Q3 2026, selling an estimated $2.8K and leaving 95 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

MassMutual Private Wealth & Trust first reported a position in TEX in Q2 2015 and has held it in 21 quarters since. The position peaked at $27.3K in Q4 2017. 347 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • MassMutual Private Wealth & Trust held 95 shares of Terex worth $5K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 44 Terex shares in Q3 2026, an estimated $2.8K.
  • Terex made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1621 holding.
  • MassMutual Private Wealth & Trust first reported a position in Terex in Q2 2015 and has held it in 21 quarters since.
  • MassMutual Private Wealth & Trust's Terex position peaked at $27.3K in Q4 2017.
  • 347 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.