$TEX icon$

Avion Wealth’s Terex TEX Stock Holding History

Avion Wealth’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	$1K	Hold	14	–	–	﹤0.01%	1350
2026 Q1	$0	Hold	14	–	–	﹤0.01%	1594
2025 Q4	$0	Hold	14	–	–	﹤0.01%	1579
2025 Q3	$0	Hold	14	–	–	﹤0.01%	1542
2025 Q2	$0	Buy	+14	New	+$585	﹤0.01%	1598
2024 Q4	–	Sell	-9	Closed	–	–	1270
2024 Q3	$0	Buy	+9	New	+$497	﹤0.01%	1322

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avion Wealth's TEX Position: Q2 2026 in Review

Avion Wealth held its Terex (TEX) position steady in Q2 2026 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Avion Wealth first reported a position in TEX in Q3 2024 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Avion Wealth held 14 shares of Terex worth $1K as of Q2 2026.
Avion Wealth left its Terex share count unchanged in Q2 2026.
Terex made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1350 holding.
Avion Wealth first reported a position in Terex in Q3 2024 and has held it in 6 quarters since.
483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.