PWMG
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Private Wealth Management Group’s Terex TEX Stock Holding History

Private 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 		$5.26K Hold
89
– – ﹤0.01% 750
2025
Q4 		$4.75K Hold
89
– – ﹤0.01% 795
2025
Q3 		$4.57K Hold
89
– – ﹤0.01% 822
2025
Q2 		$4.16K Buy
+89
New +$3.72K ﹤0.01% 831
2025
Q1 		– Sell
-25
Closed -$1.16K – 1588
2024
Q4 		$1.16K Sell
25
-33
-57% -$1.72K ﹤0.01% 1261
2024
Q3 		$3.07K Buy
58
+33
+132% +$1.82K ﹤0.01% 911
2024
Q2 		$1.37K Hold
25
– – ﹤0.01% 1186
2024
Q1 		$1.61K Hold
25
– – ﹤0.01% 1073
2023
Q4 		$1.44K Buy
+25
New +$1.29K ﹤0.01% 1120

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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