$TEX icon$

Prestige Wealth Management Group’s Terex TEX Stock Holding History

Prestige Wealth Management 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	$2.07K	Hold	35	–	–	﹤0.01%	735
2025 Q4	$1.87K	Hold	35	–	–	﹤0.01%	776
2025 Q3	$1.8K	Hold	35	–	–	﹤0.01%	769
2025 Q2	$1.64K	Buy	35 +10	+40%	+$418	﹤0.01%	776
2025 Q1	$945	Hold	25	–	–	﹤0.01%	860
2024 Q4	$1.16K	Hold	25	–	–	﹤0.01%	862
2024 Q3	$1.32K	Hold	25	–	–	﹤0.01%	841
2024 Q2	$1.37K	Hold	25	–	–	﹤0.01%	789
2024 Q1	$1.61K	Hold	25	–	–	﹤0.01%	790
2023 Q4	$1.44K	Hold	25	–	–	﹤0.01%	818
2023 Q3	$1.44K	Hold	25	–	–	﹤0.01%	806
2023 Q2	$1.5K	Hold	25	–	–	﹤0.01%	826
2023 Q1	$1.21K	Hold	25	–	–	﹤0.01%	858
2022 Q4	$1.07K	Buy	+25	New	+$1.01K	﹤0.01%	961
2022 Q3	–	Sell	-39	Closed	-$1K	–	1067
2022 Q2	$1K	Buy	+39	New	+$1.3K	﹤0.01%	930

Other funds holding TEX

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 $141B AUM 30.34% 1-Year Est. Return