IWC
TEX icon

Integrated Wealth Concepts’s Terex TEX Stock Holding History

Integrated Wealth Concepts’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 		$242K Sell
3,344
-663
-17% -$41.5K ﹤0.01% 2117
2026
Q1 		$237K Buy
+4,007
New +$248K ﹤0.01% 2002

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

Integrated Wealth Concepts's TEX Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Terex (TEX) stake by 17% in Q2 2026, selling an estimated $41.5K and leaving 3,344 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

Integrated Wealth Concepts first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Integrated Wealth Concepts held 3,344 shares of Terex worth $242K as of Q2 2026.
  • Integrated Wealth Concepts sold 663 Terex shares in Q2 2026, an estimated $41.5K.
  • Terex made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2117 holding.
  • Integrated Wealth Concepts first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.