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Action Point Financial Planning’s Terex TEX Stock Holding History

Action Point Financial Planning’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 		$3.4K Buy
+50
New +$3.13K ﹤0.01% 1993

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

Action Point Financial Planning's TEX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Terex (TEX) in Q2 2026: 50 shares worth $3.4K. The stake represents ﹤0.01% of the portfolio and ranks #1993 among its holdings.

480 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Action Point Financial Planning held 50 shares of Terex worth $3.4K as of Q2 2026.
  • Terex was a new Action Point Financial Planning position in Q2 2026.
  • Terex made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1993 holding.
  • 480 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.