$TEX icon$

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 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 $1.9T AUM 41.92% 1-Year Est. Return

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Principle Wealth Partners's TEX Position: Q1 2026 in Review

Principle Wealth Partners opened a new position in Terex (TEX) in Q1 2026: 3,571 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: Principle Wealth Partners previously reported a position in TEX as recently as Q1 2024.

Principle Wealth Partners first reported a position in TEX in Q1 2021 and has held it in 9 quarters since. The position peaked at $258K in Q2 2021. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

Principle Wealth Partners held 3,571 shares of Terex worth $211K as of Q1 2026.
Terex was a new Principle Wealth Partners position in Q1 2026.
Terex made up 0.01% of Principle Wealth Partners's portfolio in Q1 2026, its #362 holding.
Principle Wealth Partners first reported a position in Terex in Q1 2021 and has held it in 9 quarters since.
Principle Wealth Partners's Terex position peaked at $258K in Q2 2021.
469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

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