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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
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 $2.3T 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

Cassaday & Co Wealth Management's TEX Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Terex (TEX) position steady in Q2 2026 at 802 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Cassaday & Co Wealth Management first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Cassaday & Co Wealth Management held 802 shares of Terex worth $58.1K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Terex share count unchanged in Q2 2026.
  • Terex made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #597 holding.
  • Cassaday & Co Wealth Management first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.