BWA
TEX icon

Basecamp Wealth Advisors’s Terex TEX Stock Holding History

Basecamp Wealth Advisors’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 		$3.91K Buy
54
+23
+74% +$1.44K ﹤0.01% 1224
2026
Q1 		$1.83K Hold
31
– – ﹤0.01% 1423
2025
Q4 		$1.66K Buy
+31
New +$1.57K ﹤0.01% 1392

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

Basecamp Wealth Advisors's TEX Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Terex (TEX) stake by 74% in Q2 2026, buying an estimated $1.44K and bringing the position to 54 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Basecamp Wealth Advisors first reported a position in TEX in Q4 2025 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Basecamp Wealth Advisors held 54 shares of Terex worth $3.91K as of Q2 2026.
  • Basecamp Wealth Advisors bought 23 Terex shares in Q2 2026, an estimated $1.44K.
  • Terex made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1224 holding.
  • Basecamp Wealth Advisors first reported a position in Terex in Q4 2025 and has held it in 3 quarters since.
  • 481 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.