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CVA Family Office’s Terex TEX Stock Holding History

CVA Family Office’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 		$6.88K Buy
95
+14
+17% +$876 ﹤0.01% 1152
2026
Q1 		$4.79K Buy
+81
New +$5.02K ﹤0.01% 1252
2025
Q2 		– Sell
-14
Closed -$529 – 1445
2025
Q1 		$529 Buy
+14
New +$611 ﹤0.01% 1238
2024
Q3 		– Sell
-210
Closed -$11.5K – 1340
2024
Q2 		$11.5K Hold
210
– – ﹤0.01% 719
2024
Q1 		$13.5K Hold
210
– – ﹤0.01% 706
2023
Q4 		$12.1K Buy
+210
New +$10.9K ﹤0.01% 693

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 $3.38T AUM 44.17% 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

CVA Family Office's TEX Position: Q2 2026 in Review

CVA Family Office increased its Terex (TEX) stake by 17% in Q2 2026, buying an estimated $876 and bringing the position to 95 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

CVA Family Office first reported a position in TEX in Q4 2023 and has held it in 6 quarters since. The position peaked at $13.5K in Q1 2024. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • CVA Family Office held 95 shares of Terex worth $6.88K as of Q2 2026.
  • CVA Family Office bought 14 Terex shares in Q2 2026, an estimated $876.
  • Terex made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1152 holding.
  • CVA Family Office first reported a position in Terex in Q4 2023 and has held it in 6 quarters since.
  • CVA Family Office's Terex position peaked at $13.5K in Q1 2024.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.