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Farther Finance Advisors’s Terex TEX Stock Holding History

Farther Finance 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 		$300K Buy
4,137
+2,986
+259% +$187K ﹤0.01% 1951
2026
Q1 		$69.4K Buy
1,151
+783
+213% +$48.5K ﹤0.01% 2764
2025
Q4 		$19.6K Buy
368
+32
+10% +$1.62K ﹤0.01% 3461
2025
Q3 		$17.2K Buy
336
+118
+54% +$6.01K ﹤0.01% 3134
2025
Q2 		$10.2K Buy
218
+9
+4% +$376 ﹤0.01% 3067
2025
Q1 		$7.96K Sell
209
-42
-17% -$1.83K ﹤0.01% 2847
2024
Q4 		$11.6K Sell
251
-929
-79% -$48.4K ﹤0.01% 2330
2024
Q3 		$62.4K Buy
1,180
+504
+75% +$27.9K ﹤0.01% 1530
2024
Q2 		$36.2K Buy
676
+439
+185% +$26K ﹤0.01% 1544
2024
Q1 		$15K Sell
237
-5
-2% -$293 ﹤0.01% 1591
2023
Q4 		$13.9K Buy
+242
New +$12.5K ﹤0.01% 1464

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Farther Finance Advisors's TEX Position: Q2 2026 in Review

Farther Finance Advisors increased its Terex (TEX) stake by 259% in Q2 2026, buying an estimated $187K and bringing the position to 4,137 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Farther Finance Advisors first reported a position in TEX in Q4 2023 and has held it in 11 quarters since. 63 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Farther Finance Advisors held 4,137 shares of Terex worth $300K as of Q2 2026.
  • Farther Finance Advisors bought 2,986 Terex shares in Q2 2026, an estimated $187K.
  • Terex made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1951 holding.
  • Farther Finance Advisors first reported a position in Terex in Q4 2023 and has held it in 11 quarters since.
  • 63 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.