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
Q2 		$6.44K Hold
89
– – ﹤0.01% 742
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 $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 Wealth Management Group's TEX Position: Q2 2026 in Review

Private Wealth Management Group held its Terex (TEX) position steady in Q2 2026 at 89 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Private Wealth Management Group first reported a position in TEX in Q4 2023 and has held it in 10 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Private Wealth Management Group held 89 shares of Terex worth $6.44K as of Q2 2026.
  • Private Wealth Management Group left its Terex share count unchanged in Q2 2026.
  • Terex made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #742 holding.
  • Private Wealth Management Group first reported a position in Terex in Q4 2023 and has held it in 10 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.