$TEX icon$

Commonwealth Equity Services’s Terex TEX Stock Holding History

Commonwealth Equity Services’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	$3.74M	Buy	51,646 +2,003	+4%	+$125K	﹤0.01%	1625
2026 Q1	$2.93M	Buy	49,643 +9,330	+23%	+$578K	﹤0.01%	1709
2025 Q4	$2.15M	Buy	40,313 +1,124	+3%	+$56.8K	﹤0.01%	1910
2025 Q3	$2.01M	Buy	39,189 +849	+2%	+$43.2K	﹤0.01%	1982
2025 Q2	$1.79M	Buy	38,340 +690	+2%	+$28.9K	﹤0.01%	2064
2025 Q1	$1.42M	Buy	+37,650	New	+$1.64M	﹤0.01%	2187
2024 Q4	–	Sell	-5,879	Closed	-$311K	–	4215
2024 Q3	$311K	Buy	5,879 +307	+6%	+$17K	﹤0.01%	3320
2024 Q2	$306K	Sell	5,572 -563	-9%	-$33.4K	﹤0.01%	3270
2024 Q1	$395K	Buy	6,135 +1,229	+25%	+$72.1K	﹤0.01%	3028
2023 Q4	$282K	Buy	4,906 +143	+3%	+$7.39K	﹤0.01%	3234
2023 Q3	$274K	Buy	4,763 +179	+4%	+$10.7K	﹤0.01%	3111
2023 Q2	$274K	Sell	4,584 -7,947	-63%	-$394K	﹤0.01%	3130
2023 Q1	$606	Buy	+12,531	New	+$641K	﹤0.01%	2382
2022 Q1	–	Sell	-6,170	Closed	-$271K	–	3797
2021 Q4	$271K	Buy	6,170 +22	+0.4%	+$988	﹤0.01%	3062
2021 Q3	$258K	Sell	6,148 -244	-4%	-$11.5K	﹤0.01%	3055
2021 Q2	$304K	Buy	6,392 +1,421	+29%	+$69K	﹤0.01%	2888
2021 Q1	$229K	Buy	+4,971	New	+$204K	﹤0.01%	3014
2020 Q1	–	Sell	-29,794	Closed	-$887K	–	2957
2019 Q4	$887K	Buy	+29,794	New	+$837K	﹤0.01%	1502
2019 Q3	–	Sell	-45,333	Closed	-$1.42M	–	2880
2019 Q2	$1.42M	Buy	45,333 +529	+1%	+$16.2K	0.01%	1139
2019 Q1	$1.44M	Buy	44,804 +1,354	+3%	+$42.9K	0.01%	1084
2018 Q4	$1.2M	Buy	43,450 +795	+2%	+$25.4K	0.01%	1102
2018 Q3	$1.7M	Buy	42,655 +646	+2%	+$26.3K	0.01%	1007
2018 Q2	$1.77M	Buy	42,009 +4,543	+12%	+$180K	0.01%	961
2018 Q1	$1.4M	Buy	37,466 +2,873	+8%	+$125K	0.01%	1067
2017 Q4	$1.67M	Buy	34,593 +486	+1%	+$22.4K	0.01%	943
2017 Q3	$1.53M	Sell	34,107 -6,964	-17%	-$276K	0.01%	948
2017 Q2	$1.54M	Buy	+41,071	New	+$1.39M	0.01%	919
2014 Q4	–	Sell	-6,498	Closed	-$206K	–	2160
2014 Q3	$206K	Buy	+6,498	New	+$238K	﹤0.01%	1820

Other funds holding TEX

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Commonwealth Equity Services's TEX Position: Q2 2026 in Review

Commonwealth Equity Services increased its Terex (TEX) stake by 4% in Q2 2026, buying an estimated $125K and bringing the position to 51,646 shares worth $3.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Commonwealth Equity Services first reported a position in TEX in Q3 2014 and has held it in 28 quarters since. 140 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Commonwealth Equity Services held 51,646 shares of Terex worth $3.74M as of Q2 2026.
Commonwealth Equity Services bought 2,003 Terex shares in Q2 2026, an estimated $125K.
Terex made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1625 holding.
Commonwealth Equity Services first reported a position in Terex in Q3 2014 and has held it in 28 quarters since.
140 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.