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Oxford Wealth Group’s Terex TEX Stock Holding History

Oxford Wealth 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
Q1 		$390K Buy
+6,602
New +$409K 0.21% 69

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

Oxford Wealth Group's TEX Position: Q1 2026 in Review

Oxford Wealth Group opened a new position in Terex (TEX) in Q1 2026: 6,602 shares worth $390K. The stake represents 0.21% of the portfolio and ranks #69 among its holdings.

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

  • Oxford Wealth Group held 6,602 shares of Terex worth $390K as of Q1 2026.
  • Terex was a new Oxford Wealth Group position in Q1 2026.
  • Terex made up 0.21% of Oxford Wealth Group's portfolio in Q1 2026, its #69 holding.
  • 470 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.