AAS
TEX icon

Ameritas Advisory Services’s Terex TEX Stock Holding History

Ameritas Advisory 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 		– Sell
-350
Closed -$20.7K – 2112
2026
Q1 		$20.7K Buy
+350
New +$21.7K ﹤0.01% 964
2023
Q2 		– Sell
-535
Closed -$25.9K – 2327
2023
Q1 		$25.9K Buy
+535
New +$27.4K ﹤0.01% 1526

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

Ameritas Advisory Services's TEX Position: Q2 2026 in Review

Ameritas Advisory Services sold out of Terex (TEX) in Q2 2026, closing a stake of 350 shares — an estimated $20.7K sold.

Ameritas Advisory Services first reported a position in TEX in Q1 2023 and held it in 2 quarters. The position peaked at $25.9K in Q1 2023. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Ameritas Advisory Services reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Ameritas Advisory Services sold 350 Terex shares in Q2 2026, an estimated $20.7K.
  • Ameritas Advisory Services first reported a position in Terex in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Terex position peaked at $25.9K in Q1 2023.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.