SWM
TEX icon

SHP Wealth Management’s Terex TEX Stock Holding History

SHP 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 		$177 Buy
+3
New +$186 ﹤0.01% 1738

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

SHP Wealth Management opened a new position in Terex (TEX) in Q1 2026: 3 shares worth $177. The stake represents ﹤0.01% of the portfolio and ranks #1738 among its holdings.

471 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • SHP Wealth Management held 3 shares of Terex worth $177 as of Q1 2026.
  • Terex was a new SHP Wealth Management position in Q1 2026.
  • Terex made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1738 holding.
  • 471 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.