Cassaday & Co Wealth Management
TEX icon

Cassaday & Co Wealth Management’s Terex TEX Stock Holding History

Cassaday & Co 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
Q3 		$42.2K Hold
802
– – ﹤0.01% 663
2026
Q2 		$58.1K Hold
802
– – ﹤0.01% 597
2026
Q1 		$47.4K Buy
+802
New +$49.7K ﹤0.01% 622

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Cassaday & Co Wealth Management's TEX Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its Terex (TEX) position steady in Q3 2026 at 802 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Cassaday & Co Wealth Management first reported a position in TEX in Q1 2026 and has held it in 3 quarters since. The position peaked at $58.1K in Q2 2026. 347 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Cassaday & Co Wealth Management held 802 shares of Terex worth $42.2K as of Q3 2026.
  • Cassaday & Co Wealth Management left its Terex share count unchanged in Q3 2026.
  • Terex made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #663 holding.
  • Cassaday & Co Wealth Management first reported a position in Terex in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Terex position peaked at $58.1K in Q2 2026.
  • 347 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.