Retirement Wealth Solutions
TEX icon

Retirement Wealth Solutions’s Terex TEX Stock Holding History

Retirement Wealth Solutions’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 		$1.47K Sell
28
-2
-7% -$127 ﹤0.01% 664
2026
Q2 		$2.17K Sell
30
-4
-12% -$250 ﹤0.01% 509
2026
Q1 		$2.01K Hold
34
– – ﹤0.01% 499
2025
Q4 		$1.82K Buy
34
+13
+62% +$657 ﹤0.01% 469
2025
Q3 		$1.08K Buy
+21
New +$1.07K ﹤0.01% 549

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Retirement Wealth Solutions's TEX Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Terex (TEX) stake by 6.7% in Q3 2026, selling an estimated $127 and leaving 28 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Retirement Wealth Solutions first reported a position in TEX in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.17K in Q2 2026. 74 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Retirement Wealth Solutions held 28 shares of Terex worth $1.47K as of Q3 2026.
  • Retirement Wealth Solutions sold 2 Terex shares in Q3 2026, an estimated $127.
  • Terex made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #664 holding.
  • Retirement Wealth Solutions first reported a position in Terex in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Terex position peaked at $2.17K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.