FCA
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Fortis Capital Advisors’s Terex TEX Stock Holding History

Fortis Capital 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 		$1.16M Buy
+16,058
New +$1M 0.13% 141
2023
Q2 		– Sell
-1,629
Closed -$78.8K – 565
2023
Q1 		$78.8K Buy
+1,629
New +$83.3K 0.04% 223

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

Fortis Capital Advisors's TEX Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in Terex (TEX) in Q2 2026: 16,058 shares worth $1.16M. The stake represents 0.13% of the portfolio and ranks #141 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in TEX as recently as Q1 2023.

Fortis Capital Advisors first reported a position in TEX in Q1 2023 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Fortis Capital Advisors held 16,058 shares of Terex worth $1.16M as of Q2 2026.
  • Terex was a new Fortis Capital Advisors position in Q2 2026.
  • Terex made up 0.13% of Fortis Capital Advisors's portfolio in Q2 2026, its #141 holding.
  • Fortis Capital Advisors first reported a position in Terex in Q1 2023 and has held it in 2 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.