Focus Partners Wealth
TEX icon

Focus Partners Wealth’s Terex TEX Stock Holding History

Focus Partners Wealth’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 		$2M Sell
27,693
-5,720
-17% -$358K ﹤0.01% 1357
2026
Q1 		$1.98M Buy
33,413
+620
+2% +$38.4K ﹤0.01% 1317
2025
Q4 		$1.75M Buy
32,793
+28,079
+596% +$1.42M ﹤0.01% 1382
2025
Q3 		$242K Buy
+4,714
New +$240K ﹤0.01% 1954

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

Focus Partners Wealth's TEX Position: Q2 2026 in Review

Focus Partners Wealth reduced its Terex (TEX) stake by 17% in Q2 2026, selling an estimated $358K and leaving 27,693 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Focus Partners Wealth first reported a position in TEX in Q3 2025 and has held it in 4 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Focus Partners Wealth held 27,693 shares of Terex worth $2M as of Q2 2026.
  • Focus Partners Wealth sold 5,720 Terex shares in Q2 2026, an estimated $358K.
  • Terex made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1357 holding.
  • Focus Partners Wealth first reported a position in Terex in Q3 2025 and has held it in 4 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.