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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rialto Wealth Management's TEX Position: Q1 2026 in Review

Rialto Wealth Management increased its Terex (TEX) stake by 8.4% in Q1 2026, buying an estimated $929 and bringing the position to 193 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Rialto Wealth Management first reported a position in TEX in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.6K in Q4 2024. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Rialto Wealth Management held 193 shares of Terex worth $11.4K as of Q1 2026.
  • Rialto Wealth Management bought 15 Terex shares in Q1 2026, an estimated $929.
  • Terex made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #460 holding.
  • Rialto Wealth Management first reported a position in Terex in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Terex position peaked at $23.6K in Q4 2024.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.