TWD
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

True Wealth Design's TEX Position: Q2 2026 in Review

True Wealth Design held its Terex (TEX) position steady in Q2 2026 at 199 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

True Wealth Design first reported a position in TEX in Q3 2024 and has held it in 7 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • True Wealth Design held 199 shares of Terex worth $14.4K as of Q2 2026.
  • True Wealth Design left its Terex share count unchanged in Q2 2026.
  • Terex made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #939 holding.
  • True Wealth Design first reported a position in Terex in Q3 2024 and has held it in 7 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.