$TEX icon$

Private Wealth Asset Management’s Terex TEX Stock Holding History

Private Wealth Asset Management’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	$8.9K	Hold	123	–	–	﹤0.01%	729
2026 Q1	$7.27K	Hold	123	–	–	﹤0.01%	744
2025 Q4	$6.57K	Hold	123	–	–	﹤0.01%	740
2025 Q3	$6.31K	Hold	123	–	–	﹤0.01%	731
2025 Q2	$5.74K	Hold	123	–	–	﹤0.01%	751
2025 Q1	$4.65K	Buy	+123	New	+$5.37K	﹤0.01%	744

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

Private Wealth Asset Management's TEX Position: Q2 2026 in Review

Private Wealth Asset Management held its Terex (TEX) position steady in Q2 2026 at 123 shares worth $8.9K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Private Wealth Asset Management first reported a position in TEX in Q1 2025 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Private Wealth Asset Management held 123 shares of Terex worth $8.9K as of Q2 2026.
Private Wealth Asset Management left its Terex share count unchanged in Q2 2026.
Terex made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #729 holding.
Private Wealth Asset Management first reported a position in Terex in Q1 2025 and has held it in 6 quarters since.
483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.