BFS
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Bare Financial Services’s Terex TEX Stock Holding History

Bare Financial 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 		$4.13K Sell
57
-8
-12% -$500 ﹤0.01% 924
2026
Q1 		$3.84K Buy
65
+29
+81% +$1.8K ﹤0.01% 757
2025
Q4 		$1.92K Buy
36
+10
+38% +$505 ﹤0.01% 884
2025
Q3 		$1.33K Hold
26
– – ﹤0.01% 933
2025
Q2 		$1.21K Buy
+26
New +$1.09K ﹤0.01% 859

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

Bare Financial Services's TEX Position: Q2 2026 in Review

Bare Financial Services reduced its Terex (TEX) stake by 12% in Q2 2026, selling an estimated $500 and leaving 57 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Bare Financial Services first reported a position in TEX in Q2 2025 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Bare Financial Services held 57 shares of Terex worth $4.13K as of Q2 2026.
  • Bare Financial Services sold 8 Terex shares in Q2 2026, an estimated $500.
  • Terex made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #924 holding.
  • Bare Financial Services first reported a position in Terex in Q2 2025 and has held it in 5 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.