MWPCG
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Measured Wealth Private Client Group’s Terex TEX Stock Holding History

Measured Wealth Private Client Group’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 		$250K Sell
3,454
-124
-3% -$7.75K 0.06% 176
2026
Q1 		$211K Buy
+3,578
New +$222K 0.06% 181
2024
Q2 		– Sell
-5,638
Closed -$363K – 209
2024
Q1 		$363K Buy
5,638
+692
+14% +$40.6K 0.13% 123
2023
Q4 		$284K Buy
4,946
+1,266
+34% +$65.4K 0.1% 141
2023
Q3 		$212K Buy
+3,680
New +$219K 0.09% 158

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

Measured Wealth Private Client Group's TEX Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Terex (TEX) stake by 3.5% in Q2 2026, selling an estimated $7.75K and leaving 3,454 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #176.

Measured Wealth Private Client Group first reported a position in TEX in Q3 2023 and has held it in 5 quarters since. The position peaked at $363K in Q1 2024. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Measured Wealth Private Client Group held 3,454 shares of Terex worth $250K as of Q2 2026.
  • Measured Wealth Private Client Group sold 124 Terex shares in Q2 2026, an estimated $7.75K.
  • Terex made up 0.06% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #176 holding.
  • Measured Wealth Private Client Group first reported a position in Terex in Q3 2023 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Terex position peaked at $363K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.