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GW Henssler & Associates’s Terex TEX Stock Holding History

GW Henssler & 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 		$333K Sell
4,603
-13
-0.3% -$813 0.01% 171
2026
Q1 		$273K Buy
+4,616
New +$286K 0.01% 181

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

GW Henssler & Associates's TEX Position: Q2 2026 in Review

GW Henssler & Associates reduced its Terex (TEX) stake by 0.28% in Q2 2026, selling an estimated $813 and leaving 4,603 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #171.

GW Henssler & Associates first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • GW Henssler & Associates held 4,603 shares of Terex worth $333K as of Q2 2026.
  • GW Henssler & Associates sold 13 Terex shares in Q2 2026, an estimated $813.
  • Terex made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #171 holding.
  • GW Henssler & Associates first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.