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Raffa Wealth Management’s Terex TEX Stock Holding History

Raffa Wealth 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 		– Sell
-1
Closed -$59 – 1676
2026
Q1 		$59 Buy
+1
New +$62 ﹤0.01% 1377
2016
Q2 		– Sell
-24
Closed -$597 – 879
2016
Q1 		$597 Hold
24
– – ﹤0.01% 616
2015
Q4 		$444 Buy
+24
New +$474 ﹤0.01% 734
2014
Q3 		– Sell
-30
Closed -$1.23K – 758
2014
Q2 		$1.23K Hold
30
– – ﹤0.01% 241
2014
Q1 		$1.33K Buy
+30
New +$1.26K ﹤0.01% 233

Other funds holding TEX

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Raffa Wealth Management's TEX Position: Q2 2026 in Review

Raffa Wealth Management sold out of Terex (TEX) in Q2 2026, closing a stake of 1 share — an estimated $59 sold.

Raffa Wealth Management first reported a position in TEX in Q1 2014 and held it in 5 quarters. The position peaked at $1.33K in Q1 2014. 445 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Raffa Wealth Management reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Raffa Wealth Management sold 1 Terex share in Q2 2026, an estimated $59.
  • Raffa Wealth Management first reported a position in Terex in Q1 2014 and held it in 5 quarters.
  • Raffa Wealth Management's Terex position peaked at $1.33K in Q1 2014.
  • 445 funds tracked by Wall St. Rank held Terex as of Q2 2026.

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