AF
TEX icon

Allworth Financial’s Terex TEX Stock Holding History

Allworth Financial’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 		$51.3K Sell
708
-64
-8% -$4K ﹤0.01% 2461
2026
Q1 		$45.6K Buy
772
+521
+208% +$32.3K ﹤0.01% 2396
2025
Q4 		$13.4K Buy
251
+14
+6% +$707 ﹤0.01% 3066
2025
Q3 		$12.2K Buy
237
+37
+19% +$1.88K ﹤0.01% 3016
2025
Q2 		$9.34K Buy
200
+25
+14% +$1.04K ﹤0.01% 2921
2025
Q1 		$6.36K Buy
175
+39
+29% +$1.7K ﹤0.01% 2632
2024
Q4 		$6.61K Sell
136
-19
-12% -$990 ﹤0.01% 2627
2024
Q3 		$8.21K Sell
155
-35
-18% -$1.93K ﹤0.01% 2347
2024
Q2 		$10.7K Buy
190
+3
+2% +$178 ﹤0.01% 2192
2024
Q1 		$12K Buy
187
+26
+16% +$1.52K ﹤0.01% 2031
2023
Q4 		$9.25K Buy
161
+95
+144% +$4.91K ﹤0.01% 2009
2023
Q3 		$3.8K Buy
66
+15
+29% +$894 ﹤0.01% 2243
2023
Q2 		$3.05K Sell
51
-9
-15% -$446 ﹤0.01% 2311
2023
Q1 		$2.9K Buy
60
+9
+18% +$460 ﹤0.01% 2251
2022
Q4 		$2.18K Buy
51
+5
+11% +$201 ﹤0.01% 2212
2022
Q3 		$1K Sell
46
-353
-88% -$11.5K ﹤0.01% 2515
2022
Q2 		$11K Buy
+399
New +$13.3K ﹤0.01% 1550
2022
Q1 		– Sell
-521
Closed -$23K – 2379
2021
Q4 		$23K Buy
521
+261
+100% +$11.7K ﹤0.01% 1071
2021
Q3 		$11K Buy
+260
New +$12.3K ﹤0.01% 1308

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 $3.38T AUM 44.17% 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

Allworth Financial's TEX Position: Q2 2026 in Review

Allworth Financial reduced its Terex (TEX) stake by 8.3% in Q2 2026, selling an estimated $4K and leaving 708 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

Allworth Financial first reported a position in TEX in Q3 2021 and has held it in 19 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Allworth Financial held 708 shares of Terex worth $51.3K as of Q2 2026.
  • Allworth Financial sold 64 Terex shares in Q2 2026, an estimated $4K.
  • Terex made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2461 holding.
  • Allworth Financial first reported a position in Terex in Q3 2021 and has held it in 19 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.