BWL
TEX icon

Bogart Wealth LLC’s Terex TEX Stock Holding History

Bogart Wealth LLC’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 		$3.69K Buy
+51
New +$3.19K ﹤0.01% 1290

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Bogart Wealth LLC's TEX Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Terex (TEX) in Q2 2026: 51 shares worth $3.69K. The stake represents ﹤0.01% of the portfolio and ranks #1290 among its holdings.

87 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Bogart Wealth LLC held 51 shares of Terex worth $3.69K as of Q2 2026.
  • Terex was a new Bogart Wealth LLC position in Q2 2026.
  • Terex made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1290 holding.
  • 87 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.