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
Q2 		$48.1K Sell
664
-436
-40% -$27.3K ﹤0.01% 1797
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 $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

EverSource Wealth Advisors's TEX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Terex (TEX) stake by 40% in Q2 2026, selling an estimated $27.3K and leaving 664 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

EverSource Wealth Advisors first reported a position in TEX in Q3 2022 and has held it in 16 quarters since. The position peaked at $65K in Q1 2026. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • EverSource Wealth Advisors held 664 shares of Terex worth $48.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 436 Terex shares in Q2 2026, an estimated $27.3K.
  • Terex made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1797 holding.
  • EverSource Wealth Advisors first reported a position in Terex in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Terex position peaked at $65K in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.