HIA
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HFM Investment Advisors’s Terex TEX Stock Holding History

HFM Investment 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 		$724 Buy
10
+5
+100% +$313 ﹤0.01% 855
2026
Q1 		$296 Hold
5
– – ﹤0.01% 865
2025
Q4 		$267 Sell
5
-1
-17% -$51 ﹤0.01% 935
2025
Q3 		$308 Buy
6
+2
+50% +$102 ﹤0.01% 853
2025
Q2 		$187 Buy
4
+3
+300% +$125 ﹤0.01% 1008
2025
Q1 		$38 Buy
+1
New +$44 ﹤0.01% 1089

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

HFM Investment Advisors's TEX Position: Q2 2026 in Review

HFM Investment Advisors increased its Terex (TEX) stake by 100% in Q2 2026, buying an estimated $313 and bringing the position to 10 shares worth $724. The position accounts for ﹤0.01% of the portfolio, ranked #855.

HFM Investment Advisors first reported a position in TEX in Q1 2025 and has held it in 6 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • HFM Investment Advisors held 10 shares of Terex worth $724 as of Q2 2026.
  • HFM Investment Advisors bought 5 Terex shares in Q2 2026, an estimated $313.
  • Terex made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #855 holding.
  • HFM Investment Advisors first reported a position in Terex in Q1 2025 and has held it in 6 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.