AWM
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Aviso Wealth Management’s Terex TEX Stock Holding History

Aviso Wealth Management’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 		$205K Buy
+2,830
New +$177K 0.07% 140
2026
Q1 		– Sell
-3,833
Closed -$205K – 149
2025
Q4 		$205K Buy
+3,833
New +$194K 0.09% 143
2024
Q4 		– Sell
-3,783
Closed -$200K – 152
2024
Q3 		$200K Hold
3,783
– – 0.11% 144
2024
Q2 		$207K Hold
3,783
– – 0.12% 145
2024
Q1 		$244K Hold
3,783
– – 0.15% 127
2023
Q4 		$217K Buy
+3,783
New +$196K 0.16% 132

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

Aviso Wealth Management's TEX Position: Q2 2026 in Review

Aviso Wealth Management opened a new position in Terex (TEX) in Q2 2026: 2,830 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #140 among its holdings. This is a return to the name: Aviso Wealth Management previously reported a position in TEX as recently as Q4 2025.

Aviso Wealth Management first reported a position in TEX in Q4 2023 and has held it in 6 quarters since. The position peaked at $244K in Q1 2024. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Aviso Wealth Management held 2,830 shares of Terex worth $205K as of Q2 2026.
  • Terex was a new Aviso Wealth Management position in Q2 2026.
  • Terex made up 0.07% of Aviso Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Aviso Wealth Management first reported a position in Terex in Q4 2023 and has held it in 6 quarters since.
  • Aviso Wealth Management's Terex position peaked at $244K in Q1 2024.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.