AIS
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Advocate Investing Services’s Terex TEX Stock Holding History

Advocate Investing Services’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 		$941 Hold
13
– – ﹤0.01% 418
2026
Q1 		$768 Hold
13
– – ﹤0.01% 409
2025
Q4 		$694 Buy
+13
New +$657 ﹤0.01% 395

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

Advocate Investing Services's TEX Position: Q2 2026 in Review

Advocate Investing Services held its Terex (TEX) position steady in Q2 2026 at 13 shares worth $941. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Advocate Investing Services first reported a position in TEX in Q4 2025 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Advocate Investing Services held 13 shares of Terex worth $941 as of Q2 2026.
  • Advocate Investing Services left its Terex share count unchanged in Q2 2026.
  • Terex made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #418 holding.
  • Advocate Investing Services first reported a position in Terex in Q4 2025 and has held it in 3 quarters since.
  • 481 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.