$TEX icon$

Principle Wealth Partners’s Terex TEX Stock Holding History

Principle Wealth Partners’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	$259K	Hold	3,571	–	–	0.01%	349
2026 Q1	$211K	Buy	+3,571	New	+$221K	0.01%	362
2024 Q2	–	Sell	-3,571	Closed	-$230K	–	342
2024 Q1	$230K	Hold	3,571	–	–	0.02%	318
2023 Q4	$205K	Hold	3,571	–	–	0.02%	323
2023 Q3	$206K	Hold	3,571	–	–	0.02%	308
2023 Q2	$214K	Buy	+3,571	New	+$177K	0.02%	309
2022 Q1	–	Sell	-4,591	Closed	-$202K	–	329
2021 Q4	$202K	Sell	4,591 -835	-15%	-$37.5K	0.02%	315
2021 Q3	$228K	Hold	5,426	–	–	0.03%	290
2021 Q2	$258K	Hold	5,426	–	–	0.03%	277
2021 Q1	$250K	Buy	+5,426	New	+$222K	0.03%	262

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principle Wealth Partners's TEX Position: Q2 2026 in Review

Principle Wealth Partners held its Terex (TEX) position steady in Q2 2026 at 3,571 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #349.

Principle Wealth Partners first reported a position in TEX in Q1 2021 and has held it in 10 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Principle Wealth Partners held 3,571 shares of Terex worth $259K as of Q2 2026.
Principle Wealth Partners left its Terex share count unchanged in Q2 2026.
Terex made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #349 holding.
Principle Wealth Partners first reported a position in Terex in Q1 2021 and has held it in 10 quarters since.
483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.