MWM
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Moran Wealth Management’s Terex TEX Stock Holding History

Moran 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 		– Sell
-45,564
Closed -$2.69M – 552
2026
Q1 		$2.69M Buy
45,564
+4,096
+10% +$254K 0.08% 274
2025
Q4 		$2.21M Sell
41,468
-2,951
-7% -$149K 0.07% 278
2025
Q3 		$2.28M Sell
44,419
-1,957
-4% -$99.7K 0.07% 269
2025
Q2 		$2.17M Sell
46,376
-5,803
-11% -$243K 0.07% 276
2025
Q1 		$1.97M Buy
52,179
+5,180
+11% +$226K 0.07% 269
2024
Q4 		$2.17M Buy
46,999
+1,660
+4% +$86.5K 0.07% 252
2024
Q3 		$2.4M Buy
45,339
+1,209
+3% +$66.8K 0.07% 250
2024
Q2 		$2.42M Buy
44,130
+1,014
+2% +$60.1K 0.08% 236
2024
Q1 		$2.78M Sell
43,116
-172
-0.4% -$10.1K 0.09% 232
2023
Q4 		$2.49M Buy
43,288
+2,345
+6% +$121K 0.09% 234
2023
Q3 		$2.36M Buy
40,943
+702
+2% +$41.8K 0.09% 208
2023
Q2 		$2.41M Buy
40,241
+2,170
+6% +$108K 0.09% 207
2023
Q1 		$1.84M Buy
38,071
+10,249
+37% +$524K 0.07% 227
2022
Q4 		$1.19M Buy
+27,822
New +$1.12M 0.05% 245

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

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

Moran Wealth Management sold out of Terex (TEX) in Q2 2026, closing a stake of 45,564 shares — an estimated $2.69M sold.

Moran Wealth Management first reported a position in TEX in Q4 2022 and held it in 14 quarters. The position peaked at $2.78M in Q1 2024. 481 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Moran Wealth Management reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 45,564 Terex shares in Q2 2026, an estimated $2.69M.
  • Moran Wealth Management first reported a position in Terex in Q4 2022 and held it in 14 quarters.
  • Moran Wealth Management's Terex position peaked at $2.78M in Q1 2024.
  • 481 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.