AWA
TEX icon

Acumen Wealth Advisors’s Terex TEX Stock Holding History

Acumen Wealth Advisors’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 		$9.77K Sell
135
-61
-31% -$3.81K ﹤0.01% 331
2026
Q1 		$11.6K Buy
+196
New +$12.1K ﹤0.01% 286

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

Acumen Wealth Advisors's TEX Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Terex (TEX) stake by 31% in Q2 2026, selling an estimated $3.81K and leaving 135 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Acumen Wealth Advisors first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.6K in Q1 2026. 481 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Acumen Wealth Advisors held 135 shares of Terex worth $9.77K as of Q2 2026.
  • Acumen Wealth Advisors sold 61 Terex shares in Q2 2026, an estimated $3.81K.
  • Terex made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #331 holding.
  • Acumen Wealth Advisors first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
  • Acumen Wealth Advisors's Terex position peaked at $11.6K in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.