RWM
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Ritholtz Wealth Management’s Terex TEX Stock Holding History

Ritholtz 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 		$1.2M Sell
16,522
-10,900
-40% -$682K 0.02% 567
2026
Q1 		$1.62M Buy
+27,422
New +$1.7M 0.03% 427
2023
Q4 		– Sell
-3,839
Closed -$221K – 787
2023
Q3 		$221K Buy
+3,839
New +$229K 0.01% 629

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

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

Ritholtz Wealth Management reduced its Terex (TEX) stake by 40% in Q2 2026, selling an estimated $682K and leaving 16,522 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #567.

Ritholtz Wealth Management first reported a position in TEX in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.62M in Q1 2026. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Ritholtz Wealth Management held 16,522 shares of Terex worth $1.2M as of Q2 2026.
  • Ritholtz Wealth Management sold 10,900 Terex shares in Q2 2026, an estimated $682K.
  • Terex made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #567 holding.
  • Ritholtz Wealth Management first reported a position in Terex in Q3 2023 and has held it in 3 quarters since.
  • Ritholtz Wealth Management's Terex position peaked at $1.62M in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.