Root Financial Partners
TEX icon

Root Financial Partners’s Terex TEX Stock Holding History

Root Financial Partners’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
Q3 		$13.4K Buy
+254
New +$16.2K ﹤0.01% 1765
2026
Q2 		– Sell
-245
Closed -$14.5K – 2895
2026
Q1 		$14.5K Buy
245
+94
+62% +$5.82K ﹤0.01% 1503
2025
Q4 		$8.06K Buy
151
+12
+9% +$606 ﹤0.01% 1590
2025
Q3 		$7.13K Buy
+139
New +$7.08K ﹤0.01% 1582

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Root Financial Partners's TEX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Terex (TEX) in Q3 2026: 254 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #1765 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TEX as recently as Q1 2026.

Root Financial Partners first reported a position in TEX in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.5K in Q1 2026. 347 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Root Financial Partners held 254 shares of Terex worth $13.4K as of Q3 2026.
  • Terex was a new Root Financial Partners position in Q3 2026.
  • Terex made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1765 holding.
  • Root Financial Partners first reported a position in Terex in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Terex position peaked at $14.5K in Q1 2026.
  • 347 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.