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 Q3	$10.5K	Hold	199	–	–	﹤0.01%	1045
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

True Wealth Design's TEX Position: Q3 2026 in Review

True Wealth Design held its Terex (TEX) position steady in Q3 2026 at 199 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

True Wealth Design first reported a position in TEX in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.4K in Q2 2026. 74 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

True Wealth Design held 199 shares of Terex worth $10.5K as of Q3 2026.
True Wealth Design left its Terex share count unchanged in Q3 2026.
Terex made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1045 holding.
True Wealth Design first reported a position in Terex in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Terex position peaked at $14.4K in Q2 2026.
74 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.