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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
Q2 		$2.17K Sell
30
-4
-12% -$250 ﹤0.01% 509
2026
Q1 		$2.01K Hold
34
– – ﹤0.01% 499
2025
Q4 		$1.81K 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 $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Retirement Wealth Solutions's TEX Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Terex (TEX) stake by 12% in Q2 2026, selling an estimated $250 and leaving 30 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Retirement Wealth Solutions first reported a position in TEX in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Retirement Wealth Solutions held 30 shares of Terex worth $2.17K as of Q2 2026.
  • Retirement Wealth Solutions sold 4 Terex shares in Q2 2026, an estimated $250.
  • Terex made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #509 holding.
  • Retirement Wealth Solutions first reported a position in Terex in Q3 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.