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Continuum Advisory’s Terex TEX Stock Holding History

Continuum Advisory’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 		$69.6K Buy
+961
New +$60.1K 0.01% 726
2024
Q4 		– Sell
-37
Closed -$1.95K – 1957
2024
Q3 		$1.95K Sell
37
-17
-31% -$939 ﹤0.01% 1434
2024
Q2 		$2.96K Hold
54
– – ﹤0.01% 1200
2024
Q1 		$3.29K Buy
+54
New +$3.17K ﹤0.01% 1160

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

Continuum Advisory's TEX Position: Q2 2026 in Review

Continuum Advisory opened a new position in Terex (TEX) in Q2 2026: 961 shares worth $69.6K. The stake represents 0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in TEX as recently as Q3 2024.

Continuum Advisory first reported a position in TEX in Q1 2024 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Continuum Advisory held 961 shares of Terex worth $69.6K as of Q2 2026.
  • Terex was a new Continuum Advisory position in Q2 2026.
  • Terex made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #726 holding.
  • Continuum Advisory first reported a position in Terex in Q1 2024 and has held it in 4 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.