RWML
TEX icon

RAFFA WEALTH MANAGEMENT, LLC’s Terex TEX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		– Sell
-1
Closed -$59 – 1676
2026
Q1 		$59 Buy
+1
New +$62 ﹤0.01% 1377
2016
Q2 		– Sell
-24
Closed -$597 – 879
2016
Q1 		$597 Hold
24
– – ﹤0.01% 616
2015
Q4 		$444 Buy
+24
New +$474 ﹤0.01% 734
2014
Q3 		– Sell
-30
Closed -$1.23K – 758
2014
Q2 		$1.23K Hold
30
– – ﹤0.01% 241
2014
Q1 		$1.33K Buy
+30
New +$1.26K ﹤0.01% 233

Other funds holding TEX

MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's TEX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Terex (TEX) in Q2 2026, closing a stake of 1 share — an estimated $59 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in TEX in Q1 2014 and held it in 5 quarters. The position peaked at $1.33K in Q1 2014. 101 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1 Terex share in Q2 2026, an estimated $59.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Terex in Q1 2014 and held it in 5 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Terex position peaked at $1.33K in Q1 2014.
  • 101 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.