$TEX icon$

True Wealth Design’s Terex TEX Stock Holding History

True Wealth Design’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	$14.4K	Hold	199	–	–	﹤0.01%	939
2026 Q1	$11.8K	Buy	199 +189	+1,890%	+$11.7K	﹤0.01%	927
2025 Q4	$534	Sell	10 -2	-17%	-$101	﹤0.01%	1930
2025 Q3	$616	Buy	12 +2	+20%	+$102	﹤0.01%	1940
2025 Q2	$467	Sell	10 -14	-58%	-$585	﹤0.01%	1771
2025 Q1	$907	Buy	+24	New	+$1.05K	﹤0.01%	1298
2024 Q4	–	Sell	-1	Closed	-$53	–	1514
2024 Q3	$53	Buy	+1	New	+$55	﹤0.01%	1255

Other funds holding TEX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return