FFO
TEX icon

Fortitude Family Office’s Terex TEX Stock Holding History

Fortitude Family Office’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 		$25.8K Sell
356
-14
-4% -$876 0.01% 460
2026
Q1 		$21.9K Buy
370
+333
+900% +$20.6K ﹤0.01% 409
2025
Q4 		$1.98K Sell
37
-37
-50% -$1.87K ﹤0.01% 1186
2025
Q3 		$3.8K Buy
74
+10
+16% +$509 ﹤0.01% 918
2025
Q2 		$2.99K Buy
+64
New +$2.68K ﹤0.01% 1010

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

Fortitude Family Office's TEX Position: Q2 2026 in Review

Fortitude Family Office reduced its Terex (TEX) stake by 3.8% in Q2 2026, selling an estimated $876 and leaving 356 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #460.

Fortitude Family Office first reported a position in TEX in Q2 2025 and has held it in 5 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Fortitude Family Office held 356 shares of Terex worth $25.8K as of Q2 2026.
  • Fortitude Family Office sold 14 Terex shares in Q2 2026, an estimated $876.
  • Terex made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #460 holding.
  • Fortitude Family Office first reported a position in Terex in Q2 2025 and has held it in 5 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.