$TEX icon$

Confluence Wealth Services’s Terex TEX Stock Holding History

Confluence Wealth 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	$1.15M	Sell	15,929 -452	-3%	-$28.3K	0.03%	209
2026 Q1	$968K	Sell	16,381 -665	-4%	-$41.2K	0.04%	195
2025 Q4	$910K	Hold	17,046	–	–	0.04%	194
2025 Q3	$874K	Hold	17,046	–	–	0.04%	192
2025 Q2	$796K	Hold	17,046	–	–	0.04%	196
2025 Q1	$588K	Hold	17,046	–	–	0.04%	213
2024 Q4	$834K	Hold	17,046	–	–	0.05%	169
2024 Q3	$902K	Hold	17,046	–	–	0.07%	156
2024 Q2	$935K	Hold	17,046	–	–	0.07%	163
2024 Q1	$1.1M	Hold	17,046	–	–	0.1%	118
2023 Q4	$979K	Hold	17,046	–	–	0.11%	112
2023 Q3	$982K	Hold	17,046	–	–	0.19%	88
2023 Q2	$1.02M	Sell	17,046 -5,418	-24%	-$269K	0.22%	86
2023 Q1	$1.09M	Hold	22,464	–	–	0.25%	79
2022 Q4	$960K	Hold	22,464	–	–	0.25%	85
2022 Q3	$668K	Hold	22,464	–	–	0.28%	97
2022 Q2	$834K	Hold	22,464	–	–	0.37%	95
2022 Q1	$801K	Hold	22,464	–	–	0.29%	98
2021 Q4	$987K	Buy	+22,464	New	+$1.01M	0.32%	77

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Confluence Wealth Services's TEX Position: Q2 2026 in Review

Confluence Wealth Services reduced its Terex (TEX) stake by 2.8% in Q2 2026, selling an estimated $28.3K and leaving 15,929 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #209.

Confluence Wealth Services first reported a position in TEX in Q4 2021 and has held it in 19 quarters since. 481 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Confluence Wealth Services held 15,929 shares of Terex worth $1.15M as of Q2 2026.
Confluence Wealth Services sold 452 Terex shares in Q2 2026, an estimated $28.3K.
Terex made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #209 holding.
Confluence Wealth Services first reported a position in Terex in Q4 2021 and has held it in 19 quarters since.
481 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.