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 Q3	$4.68K	Hold	89	–	–	﹤0.01%	922
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Private Wealth Management Group's TEX Position: Q3 2026 in Review

Private Wealth Management Group held its Terex (TEX) position steady in Q3 2026 at 89 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Private Wealth Management Group first reported a position in TEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.44K in Q2 2026. 98 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

Private Wealth Management Group held 89 shares of Terex worth $4.68K as of Q3 2026.
Private Wealth Management Group left its Terex share count unchanged in Q3 2026.
Terex made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #922 holding.
Private Wealth Management Group first reported a position in Terex in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Terex position peaked at $6.44K in Q2 2026.
98 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.