$TEX icon$

Exit Wealth Advisors’s Terex TEX Stock Holding History

Exit 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	–	Sell	-8,626	Closed	-$510K	–	176
2026 Q1	$510K	Buy	+8,626	New	+$534K	0.26%	71

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

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

Exit Wealth Advisors sold out of Terex (TEX) in Q2 2026, closing a stake of 8,626 shares — an estimated $510K sold.

Exit Wealth Advisors first reported a position in TEX in Q1 2026 and held it in 1 quarter. The position peaked at $510K in Q1 2026. 480 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Exit Wealth Advisors reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
Exit Wealth Advisors sold 8,626 Terex shares in Q2 2026, an estimated $510K.
Exit Wealth Advisors first reported a position in Terex in Q1 2026 and held it in 1 quarter.
Exit Wealth Advisors's Terex position peaked at $510K in Q1 2026.
480 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.