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High Note Wealth’s Terex TEX Stock Holding History

High Note Wealth’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
-29
Closed -$1.71K – 1016
2026
Q1 		$1.71K Buy
+29
New +$1.8K ﹤0.01% 833
2025
Q3 		– Sell
-51
Closed -$2.38K – 991
2025
Q2 		$2.38K Hold
51
– – ﹤0.01% 623
2025
Q1 		$1.93K Hold
51
– – ﹤0.01% 673
2024
Q4 		$2.36K Buy
+51
New +$2.66K ﹤0.01% 653

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

High Note Wealth's TEX Position: Q2 2026 in Review

High Note Wealth sold out of Terex (TEX) in Q2 2026, closing a stake of 29 shares — an estimated $1.71K sold.

High Note Wealth first reported a position in TEX in Q4 2024 and held it in 4 quarters. The position peaked at $2.38K in Q2 2025. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • High Note Wealth reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • High Note Wealth sold 29 Terex shares in Q2 2026, an estimated $1.71K.
  • High Note Wealth first reported a position in Terex in Q4 2024 and held it in 4 quarters.
  • High Note Wealth's Terex position peaked at $2.38K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.