EP
TEX icon

Essential Partners’s Terex TEX Stock Holding History

Essential Partners’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 		$37.6K Sell
520
-44
-8% -$2.75K 0.02% 688
2026
Q1 		$33.3K Buy
564
+356
+171% +$22K 0.01% 728
2025
Q4 		$11.1K Sell
208
-88
-30% -$4.44K ﹤0.01% 1137
2025
Q3 		$15.2K Buy
296
+85
+40% +$4.33K 0.01% 1004
2025
Q2 		$9.85K Buy
+211
New +$8.82K ﹤0.01% 850

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

Essential Partners's TEX Position: Q2 2026 in Review

Essential Partners reduced its Terex (TEX) stake by 7.8% in Q2 2026, selling an estimated $2.75K and leaving 520 shares worth $37.6K. The position accounts for 0.02% of the portfolio, ranked #688.

Essential Partners first reported a position in TEX in Q2 2025 and has held it in 5 quarters since. 482 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Essential Partners held 520 shares of Terex worth $37.6K as of Q2 2026.
  • Essential Partners sold 44 Terex shares in Q2 2026, an estimated $2.75K.
  • Terex made up 0.02% of Essential Partners's portfolio in Q2 2026, its #688 holding.
  • Essential Partners first reported a position in Terex in Q2 2025 and has held it in 5 quarters since.
  • 482 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.