PTC
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Private Trust Company’s Terex TEX Stock Holding History

Private Trust Company’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 		$54.5K Hold
753
– – ﹤0.01% 1335
2026
Q1 		$44.5K Hold
753
– – ﹤0.01% 1351
2025
Q4 		$40.2K Hold
753
– – ﹤0.01% 1370
2025
Q3 		$38.6K Sell
753
-20
-3% -$1.02K ﹤0.01% 1377
2025
Q2 		$36.1K Hold
773
– – ﹤0.01% 1345
2025
Q1 		$29.2K Buy
773
+434
+128% +$18.9K ﹤0.01% 1405
2024
Q4 		$15.7K Buy
339
+21
+7% +$1.09K ﹤0.01% 1572
2024
Q3 		$16.8K Sell
318
-30
-9% -$1.66K ﹤0.01% 1532
2024
Q2 		$19.1K Sell
348
-13
-4% -$771 ﹤0.01% 1463
2024
Q1 		$23.2K Hold
361
– – ﹤0.01% 1390
2023
Q4 		$20.7K Sell
361
-105
-23% -$5.43K ﹤0.01% 1386
2023
Q3 		$26.9K Sell
466
-4
-0.9% -$238 ﹤0.01% 1247
2023
Q2 		$28.1K Sell
470
-5
-1% -$248 ﹤0.01% 1242
2023
Q1 		$23K Sell
475
-50
-10% -$2.56K ﹤0.01% 1284
2022
Q4 		$22K Buy
525
+91
+21% +$3.66K ﹤0.01% 1266
2022
Q3 		$13K Buy
434
+162
+60% +$5.3K ﹤0.01% 1359
2022
Q2 		$7K Buy
+272
New +$9.06K ﹤0.01% 1650
2014
Q4 		– Sell
-124
Closed -$4K – 1091
2014
Q3 		$4K Sell
124
-44
-26% -$1.61K ﹤0.01% 1396
2014
Q2 		$7K Sell
168
-60
-26% -$2.44K ﹤0.01% 1191
2014
Q1 		$10K Sell
228
-21
-8% -$882 ﹤0.01% 986
2013
Q4 		$10K Hold
249
– – ﹤0.01% 947
2013
Q3 		$8K Sell
249
-95
-28% -$2.88K ﹤0.01% 1003
2013
Q2 		$9K Buy
+344
New +$10.6K ﹤0.01% 890

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Trust Company's TEX Position: Q2 2026 in Review

Private Trust Company held its Terex (TEX) position steady in Q2 2026 at 753 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Private Trust Company first reported a position in TEX in Q2 2013 and has held it in 23 quarters since. 482 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Private Trust Company held 753 shares of Terex worth $54.5K as of Q2 2026.
  • Private Trust Company left its Terex share count unchanged in Q2 2026.
  • Terex made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1335 holding.
  • Private Trust Company first reported a position in Terex in Q2 2013 and has held it in 23 quarters since.
  • 482 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.