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
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 $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

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

Ritholtz Wealth Management opened a new position in Terex (TEX) in Q1 2026: 27,422 shares worth $1.62M. The stake represents 0.03% of the portfolio and ranks #427 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in TEX as recently as Q3 2023.

Ritholtz Wealth Management first reported a position in TEX in Q3 2023 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Ritholtz Wealth Management held 27,422 shares of Terex worth $1.62M as of Q1 2026.
  • Terex was a new Ritholtz Wealth Management position in Q1 2026.
  • Terex made up 0.03% of Ritholtz Wealth Management's portfolio in Q1 2026, its #427 holding.
  • Ritholtz Wealth Management first reported a position in Terex in Q3 2023 and has held it in 2 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.