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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
Q1 		$728K Buy
+12,323
New +$763K 0.29% 63

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MorganRosel Wealth Management's TEX Position: Q1 2026 in Review

MorganRosel Wealth Management opened a new position in Terex (TEX) in Q1 2026: 12,323 shares worth $728K. The stake represents 0.29% of the portfolio and ranks #63 among its holdings.

469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • MorganRosel Wealth Management held 12,323 shares of Terex worth $728K as of Q1 2026.
  • Terex was a new MorganRosel Wealth Management position in Q1 2026.
  • Terex made up 0.29% of MorganRosel Wealth Management's portfolio in Q1 2026, its #63 holding.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.