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Bay Harbor Wealth Management’s Terex TEX Stock Holding History

Bay Harbor 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 		$1.09K Buy
15
+3
+25% +$188 ﹤0.01% 843
2026
Q1 		$709 Buy
12
+3
+33% +$186 ﹤0.01% 887
2025
Q4 		$480 Buy
9
+6
+200% +$303 ﹤0.01% 872
2025
Q3 		$153 Buy
3
+1
+50% +$51 ﹤0.01% 1091
2025
Q2 		$93 Buy
2
+1
+100% +$42 ﹤0.01% 1114
2025
Q1 		$37 Buy
+1
New +$44 ﹤0.01% 1059

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

Bay Harbor Wealth Management's TEX Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Terex (TEX) stake by 25% in Q2 2026, buying an estimated $188 and bringing the position to 15 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Bay Harbor Wealth Management first reported a position in TEX in Q1 2025 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Bay Harbor Wealth Management held 15 shares of Terex worth $1.09K as of Q2 2026.
  • Bay Harbor Wealth Management bought 3 Terex shares in Q2 2026, an estimated $188.
  • Terex made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #843 holding.
  • Bay Harbor Wealth Management first reported a position in Terex in Q1 2025 and has held it in 6 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.