$TEX icon$

Equitable Trust’s Terex TEX Stock Holding History

Equitable Trust’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	$260K	Hold	3,586	–	–	0.01%	416
2026 Q1	$212K	Buy	+3,586	New	+$222K	0.01%	450

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

Equitable Trust's TEX Position: Q2 2026 in Review

Equitable Trust held its Terex (TEX) position steady in Q2 2026 at 3,586 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #416.

Equitable Trust first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Equitable Trust held 3,586 shares of Terex worth $260K as of Q2 2026.
Equitable Trust left its Terex share count unchanged in Q2 2026.
Terex made up 0.01% of Equitable Trust's portfolio in Q2 2026, its #416 holding.
Equitable Trust first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
482 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.