IWS
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Intentional Wealth Strategies’s Terex TEX Stock Holding History

Intentional Wealth Strategies’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
-65
Closed -$3.84K – 808
2026
Q1 		$3.84K Buy
+65
New +$4.03K ﹤0.01% 530

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

Intentional Wealth Strategies's TEX Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Terex (TEX) in Q2 2026, closing a stake of 65 shares — an estimated $3.84K sold.

Intentional Wealth Strategies first reported a position in TEX in Q1 2026 and held it in 1 quarter. The position peaked at $3.84K in Q1 2026. 481 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 65 Terex shares in Q2 2026, an estimated $3.84K.
  • Intentional Wealth Strategies first reported a position in Terex in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Terex position peaked at $3.84K in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.