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CoreCap Advisors’s Terex TEX Stock Holding History

CoreCap Advisors’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 		$142K Buy
1,958
+1,955
+65,167% +$122K ﹤0.01% 987
2026
Q1 		$177 Sell
3
-397
-99% -$24.6K ﹤0.01% 2771
2025
Q4 		$21.4K Buy
+400
New +$20.2K ﹤0.01% 1651
2025
Q2 		– Sell
-7
Closed -$264 – 3221
2025
Q1 		$264 Buy
7
+2
+40% +$87 ﹤0.01% 2853
2024
Q4 		$231 Hold
5
– – ﹤0.01% 2710
2024
Q3 		$265 Buy
+5
New +$276 ﹤0.01% 2452

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

CoreCap Advisors's TEX Position: Q2 2026 in Review

CoreCap Advisors increased its Terex (TEX) stake by 65,167% in Q2 2026, buying an estimated $122K and bringing the position to 1,958 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

CoreCap Advisors first reported a position in TEX in Q3 2024 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • CoreCap Advisors held 1,958 shares of Terex worth $142K as of Q2 2026.
  • CoreCap Advisors bought 1,955 Terex shares in Q2 2026, an estimated $122K.
  • Terex made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #987 holding.
  • CoreCap Advisors first reported a position in Terex in Q3 2024 and has held it in 6 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.