RWM
TEX icon

Rialto Wealth Management’s Terex TEX Stock Holding History

Rialto 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 		$15.4K Buy
213
+20
+10% +$1.25K ﹤0.01% 464
2026
Q1 		$11.4K Buy
193
+15
+8% +$929 ﹤0.01% 460
2025
Q4 		$9.5K Hold
178
– – ﹤0.01% 452
2025
Q3 		$9.13K Buy
178
+2
+1% +$102 ﹤0.01% 437
2025
Q2 		$8.22K Buy
176
+17
+11% +$711 ﹤0.01% 435
2025
Q1 		$6.01K Sell
159
-352
-69% -$15.4K ﹤0.01% 443
2024
Q4 		$23.6K Buy
+511
New +$26.6K 0.01% 329

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

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

Rialto Wealth Management increased its Terex (TEX) stake by 10% in Q2 2026, buying an estimated $1.25K and bringing the position to 213 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Rialto Wealth Management first reported a position in TEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.6K in Q4 2024. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Rialto Wealth Management held 213 shares of Terex worth $15.4K as of Q2 2026.
  • Rialto Wealth Management bought 20 Terex shares in Q2 2026, an estimated $1.25K.
  • Terex made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #464 holding.
  • Rialto Wealth Management first reported a position in Terex in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Terex position peaked at $23.6K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.