Jackson Grant Investment Advisers’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $854 | Sell |
12
-12
| -50% | -$750 | ﹤0.01% | 409 |
|
|
2026
Q1 | $1.39K | Sell |
24
-70
| -74% | -$4.33K | ﹤0.01% | 391 |
|
|
2025
Q4 | $5.04K | Hold |
94
| – | – | ﹤0.01% | 349 |
|
|
2025
Q3 | $4.84K | Hold |
94
| – | – | ﹤0.01% | 352 |
|
|
2025
Q2 | $4.41K | Hold |
94
| – | – | ﹤0.01% | 328 |
|
|
2025
Q1 | $3.56K | Hold |
94
| – | – | ﹤0.01% | 337 |
|
|
2024
Q4 | $4.34K | Hold |
94
| – | – | ﹤0.01% | 332 |
|
|
2024
Q3 | $4.95K | Buy |
94
+1
| +1% | +$55 | ﹤0.01% | 321 |
|
|
2024
Q2 | $5.12K | Hold |
93
| – | – | ﹤0.01% | 309 |
|
|
2024
Q1 | $5.99K | Hold |
93
| – | – | ﹤0.01% | 286 |
|
|
2023
Q4 | $5.33K | Hold |
93
| – | – | ﹤0.01% | 286 |
|
|
2023
Q3 | $5.33K | Buy |
93
+1
| +1% | +$60 | ﹤0.01% | 280 |
|
|
2023
Q2 | $5.52K | Hold |
92
| – | – | ﹤0.01% | 287 |
|
|
2023
Q1 | $4.45K | Hold |
92
| – | – | ﹤0.01% | 327 |
|
|
2022
Q4 | $3.92K | Buy |
92
+1
| +1% | +$40 | ﹤0.01% | 309 |
|
|
2022
Q3 | $3K | Hold |
91
| – | – | ﹤0.01% | 335 |
|
|
2022
Q2 | $2K | Hold |
91
| – | – | ﹤0.01% | 348 |
|
|
2022
Q1 | $3K | Buy |
+91
| New | +$3.76K | ﹤0.01% | 347 |
|
|
2021
Q4 | – | Sell |
-90
| Closed | -$4K | – | 300 |
|
|
2021
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 346 |
|
|
2021
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 361 |
|
|
2021
Q1 | $4K | Buy |
90
+1
| +1% | +$41 | ﹤0.01% | 356 |
|
|
2020
Q4 | $3K | Hold |
89
| – | – | ﹤0.01% | 330 |
|
|
2020
Q3 | $2K | Hold |
89
| – | – | ﹤0.01% | 216 |
|
|
2020
Q2 | $2K | Hold |
89
| – | – | ﹤0.01% | 215 |
|
|
2020
Q1 | $1K | Hold |
89
| – | – | ﹤0.01% | 215 |
|
|
2019
Q4 | $3K | Buy |
89
+1
| +1% | +$28 | ﹤0.01% | 215 |
|
|
2019
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 219 |
|
|
2019
Q2 | $3K | Hold |
88
| – | – | ﹤0.01% | 219 |
|
|
2019
Q1 | $3K | Buy |
88
+1
| +1% | +$32 | ﹤0.01% | 218 |
|
|
2018
Q4 | $2K | Hold |
87
| – | – | ﹤0.01% | 233 |
|
|
2018
Q3 | $3K | Hold |
87
| – | – | ﹤0.01% | 204 |
|
|
2018
Q2 | $4K | Hold |
87
| – | – | ﹤0.01% | 210 |
|
|
2018
Q1 | $3K | Buy |
87
+1
| +1% | +$43 | ﹤0.01% | 204 |
|
|
2017
Q4 | $4K | Hold |
86
| – | – | ﹤0.01% | 204 |
|
|
2017
Q3 | $4K | Hold |
86
| – | – | ﹤0.01% | 207 |
|
|
2017
Q2 | $3K | Hold |
86
| – | – | ﹤0.01% | 180 |
|
|
2017
Q1 | $3K | Hold |
86
| – | – | ﹤0.01% | 173 |
|
|
2016
Q4 | $3K | Hold |
86
| – | – | ﹤0.01% | 170 |
|
|
2016
Q3 | $2K | Buy |
86
+1
| +1% | +$23 | ﹤0.01% | 168 |
|
|
2016
Q2 | $2K | Hold |
85
| – | – | ﹤0.01% | 160 |
|
|
2016
Q1 | $2K | Buy |
+85
| New | +$1.78K | ﹤0.01% | 157 |
|
Other funds holding TEX
Jackson Grant Investment Advisers's TEX Position: Q2 2026 in Review
Jackson Grant Investment Advisers reduced its Terex (TEX) stake by 50% in Q2 2026, selling an estimated $750 and leaving 12 shares worth $854. The position accounts for ﹤0.01% of the portfolio, ranked #409.
Jackson Grant Investment Advisers first reported a position in TEX in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.99K in Q1 2024. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.
- Jackson Grant Investment Advisers held 12 shares of Terex worth $854 as of Q2 2026.
- Jackson Grant Investment Advisers sold 12 Terex shares in Q2 2026, an estimated $750.
- Terex made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #409 holding.
- Jackson Grant Investment Advisers first reported a position in Terex in Q1 2016 and has held it in 41 quarters since.
- Jackson Grant Investment Advisers's Terex position peaked at $5.99K in Q1 2024.
- 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.
Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.