EWA
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EverSource Wealth Advisors’s Terex TEX Stock Holding History

EverSource Wealth 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
Q1 		$65K Buy
1,100
+694
+171% +$43K ﹤0.01% 1702
2025
Q4 		$21.7K Sell
406
-31
-7% -$1.57K ﹤0.01% 2335
2025
Q3 		$22.4K Sell
437
-153
-26% -$7.79K ﹤0.01% 2282
2025
Q2 		$27.5K Buy
590
+369
+167% +$15.4K ﹤0.01% 2039
2025
Q1 		$8.35K Buy
221
+110
+99% +$4.8K ﹤0.01% 2211
2024
Q4 		$5.13K Buy
111
+36
+48% +$1.88K ﹤0.01% 2332
2024
Q3 		$3.97K Buy
75
+39
+108% +$2.15K ﹤0.01% 2318
2024
Q2 		$2.28K Sell
36
-10
-22% -$593 ﹤0.01% 2508
2024
Q1 		$2.58K Buy
46
+19
+70% +$1.11K ﹤0.01% 2306
2023
Q4 		$1.55K Buy
27
+14
+108% +$724 ﹤0.01% 2254
2023
Q3 		$749 Hold
13
– – ﹤0.01% 2314
2023
Q2 		$778 Sell
13
-7
-35% -$347 ﹤0.01% 2277
2023
Q1 		$967 Sell
20
-123
-86% -$6.29K ﹤0.01% 2125
2022
Q4 		$6.11K Sell
143
-46
-24% -$1.85K ﹤0.01% 1527
2022
Q3 		$6K Buy
+189
New +$6.18K ﹤0.01% 1324

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EverSource Wealth Advisors's TEX Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Terex (TEX) stake by 171% in Q1 2026, buying an estimated $43K and bringing the position to 1,100 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

EverSource Wealth Advisors first reported a position in TEX in Q3 2022 and has held it in 15 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • EverSource Wealth Advisors held 1,100 shares of Terex worth $65K as of Q1 2026.
  • EverSource Wealth Advisors bought 694 Terex shares in Q1 2026, an estimated $43K.
  • Terex made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1702 holding.
  • EverSource Wealth Advisors first reported a position in Terex in Q3 2022 and has held it in 15 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.