$TEX icon$

Sunrise Financial Services’s Terex TEX Stock Holding History

Sunrise Financial Services’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	–	Sell	-200	Closed	-$10.7K	–	634
2025 Q4	$10.7K	Buy	+200	New	+$10.1K	0.01%	207

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Sunrise Financial Services's TEX Position: Q1 2026 in Review

Sunrise Financial Services sold out of Terex (TEX) in Q1 2026, closing a stake of 200 shares — an estimated $10.7K sold.

Sunrise Financial Services first reported a position in TEX in Q4 2025 and held it in 1 quarter. The position peaked at $10.7K in Q4 2025. 473 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

Sunrise Financial Services reported no remaining Terex position as of Q1 2026 after selling out during the quarter.
Sunrise Financial Services sold 200 Terex shares in Q1 2026, an estimated $10.7K.
Sunrise Financial Services first reported a position in Terex in Q4 2025 and held it in 1 quarter.
Sunrise Financial Services's Terex position peaked at $10.7K in Q4 2025.
473 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Sunrise Financial Services's 13F filing for Q1 2026, filed 29 Apr 2026.