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JFS Wealth Advisors’s Terex TEX Stock Holding History

JFS Wealth 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 		$4.49K Buy
62
+6
+11% +$375 ﹤0.01% 1318
2026
Q1 		$3.31K Hold
56
– – ﹤0.01% 1341
2025
Q4 		$2.99K Buy
56
+41
+273% +$2.07K ﹤0.01% 1425
2025
Q3 		$770 Buy
15
+7
+88% +$356 ﹤0.01% 1679
2025
Q2 		$374 Sell
8
-40
-83% -$1.67K ﹤0.01% 1739
2025
Q1 		$1.81K Sell
48
-3
-6% -$131 ﹤0.01% 1498
2024
Q4 		$2.36K Hold
51
– – ﹤0.01% 1410
2024
Q3 		$2.7K Buy
51
+2
+4% +$111 ﹤0.01% 1366
2024
Q2 		$2.69K Hold
49
– – ﹤0.01% 1322
2024
Q1 		$3.16K Hold
49
– – ﹤0.01% 1277
2023
Q4 		$2.82K Hold
49
– – ﹤0.01% 1284
2023
Q3 		$2.82K Hold
49
– – ﹤0.01% 1229
2023
Q2 		$2.93K Sell
49
-2
-4% -$99 ﹤0.01% 1240
2023
Q1 		$2.47K Buy
51
+2
+4% +$102 ﹤0.01% 1279
2022
Q4 		$2.09K Buy
49
+2
+4% +$81 ﹤0.01% 1350
2022
Q3 		$1K Buy
47
+10
+27% +$327 ﹤0.01% 1657
2022
Q2 		$1K Buy
37
+19
+106% +$633 ﹤0.01% 1645
2022
Q1 		$1K Buy
18
+6
+50% +$248 ﹤0.01% 1737
2021
Q4 		$1K Buy
+12
New +$539 ﹤0.01% 1574
2016
Q2 		– Sell
-27
Closed -$1K – 609
2016
Q1 		$1K Buy
+27
New +$565 ﹤0.01% 600

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

JFS Wealth Advisors's TEX Position: Q2 2026 in Review

JFS Wealth Advisors increased its Terex (TEX) stake by 11% in Q2 2026, buying an estimated $375 and bringing the position to 62 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

JFS Wealth Advisors first reported a position in TEX in Q1 2016 and has held it in 20 quarters since. 482 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • JFS Wealth Advisors held 62 shares of Terex worth $4.49K as of Q2 2026.
  • JFS Wealth Advisors bought 6 Terex shares in Q2 2026, an estimated $375.
  • Terex made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1318 holding.
  • JFS Wealth Advisors first reported a position in Terex in Q1 2016 and has held it in 20 quarters since.
  • 482 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.