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MorganRosel Wealth Management’s Terex TEX Stock Holding History

MorganRosel 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 		$928K Buy
12,823
+500
+4% +$31.3K 0.31% 56
2026
Q1 		$728K Buy
+12,323
New +$763K 0.29% 63

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

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

MorganRosel Wealth Management increased its Terex (TEX) stake by 4.1% in Q2 2026, buying an estimated $31.3K and bringing the position to 12,823 shares worth $928K. The position accounts for 0.31% of the portfolio, ranked #56.

MorganRosel Wealth Management first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • MorganRosel Wealth Management held 12,823 shares of Terex worth $928K as of Q2 2026.
  • MorganRosel Wealth Management bought 500 Terex shares in Q2 2026, an estimated $31.3K.
  • Terex made up 0.31% of MorganRosel Wealth Management's portfolio in Q2 2026, its #56 holding.
  • MorganRosel Wealth Management first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

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