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Hennion & Walsh Asset Management’s Terex TEX Stock Holding History

Hennion & Walsh Asset Management’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 		– Sell
-9,088
Closed -$537K – 1007
2026
Q1 		$537K Buy
+9,088
New +$563K 0.02% 694

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Hennion & Walsh Asset Management's TEX Position: Q2 2026 in Review

Hennion & Walsh Asset Management sold out of Terex (TEX) in Q2 2026, closing a stake of 9,088 shares — an estimated $537K sold.

Hennion & Walsh Asset Management first reported a position in TEX in Q1 2026 and held it in 1 quarter. The position peaked at $537K in Q1 2026. 267 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Hennion & Walsh Asset Management reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 9,088 Terex shares in Q2 2026, an estimated $537K.
  • Hennion & Walsh Asset Management first reported a position in Terex in Q1 2026 and held it in 1 quarter.
  • Hennion & Walsh Asset Management's Terex position peaked at $537K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.