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Dunhill Financial’s Terex TEX Stock Holding History

Dunhill Financial’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 		$163 Hold
2
– – ﹤0.01% 1297
2026
Q1 		$133 Buy
2
+1
+100% +$62 ﹤0.01% 1331
2025
Q4 		$71 Buy
+1
New +$51 ﹤0.01% 1523
2024
Q4 		– Sell
-161
Closed -$8.52K – 966
2024
Q3 		$8.52K Hold
161
– – ﹤0.01% 422
2024
Q2 		$8.83K Buy
+161
New +$9.55K 0.01% 320

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

Dunhill Financial's TEX Position: Q2 2026 in Review

Dunhill Financial held its Terex (TEX) position steady in Q2 2026 at 2 shares worth $163. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Dunhill Financial first reported a position in TEX in Q2 2024 and has held it in 5 quarters since. The position peaked at $8.83K in Q2 2024. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Dunhill Financial held 2 shares of Terex worth $163 as of Q2 2026.
  • Dunhill Financial left its Terex share count unchanged in Q2 2026.
  • Terex made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #1297 holding.
  • Dunhill Financial first reported a position in Terex in Q2 2024 and has held it in 5 quarters since.
  • Dunhill Financial's Terex position peaked at $8.83K in Q2 2024.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.