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Godfrey Financial Associates’s Terex TEX Stock Holding History

Godfrey Financial Associates’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 		$5.65K Hold
78
– – ﹤0.01% 532
2026
Q1 		$4.61K Hold
78
– – ﹤0.01% 534
2025
Q4 		$4.16K Buy
+78
New +$3.94K ﹤0.01% 532

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

Godfrey Financial Associates's TEX Position: Q2 2026 in Review

Godfrey Financial Associates held its Terex (TEX) position steady in Q2 2026 at 78 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Godfrey Financial Associates first reported a position in TEX in Q4 2025 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Godfrey Financial Associates held 78 shares of Terex worth $5.65K as of Q2 2026.
  • Godfrey Financial Associates left its Terex share count unchanged in Q2 2026.
  • Terex made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #532 holding.
  • Godfrey Financial Associates first reported a position in Terex in Q4 2025 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.