Jones Financial Companies
TEX icon

Jones Financial Companies’s Terex TEX Stock Holding History

Jones Financial Companies’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 		$1.29M Buy
17,922
+5,958
+50% +$373K ﹤0.01% 1763
2026
Q1 		$675K Buy
11,964
+11,265
+1,612% +$698K ﹤0.01% 1892
2025
Q4 		$37.3K Buy
699
+361
+107% +$18.2K ﹤0.01% 2662
2025
Q3 		$17.5K Buy
338
+74
+28% +$3.77K ﹤0.01% 2863
2025
Q2 		$12.5K Sell
264
-30
-10% -$1.25K ﹤0.01% 2786
2025
Q1 		$11.3K Sell
294
-371
-56% -$16.2K ﹤0.01% 2655
2024
Q4 		$30.7K Buy
+665
New +$34.7K ﹤0.01% 2077
2013
Q4 		– Sell
-28
Closed -$1K – 507
2013
Q3 		$1K Sell
28
-431
-94% -$13.1K ﹤0.01% 699
2013
Q2 		$12K Buy
+459
New +$14.2K ﹤0.01% 566

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 $3.38T AUM 44.17% 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

Jones Financial Companies's TEX Position: Q2 2026 in Review

Jones Financial Companies increased its Terex (TEX) stake by 50% in Q2 2026, buying an estimated $373K and bringing the position to 17,922 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Jones Financial Companies first reported a position in TEX in Q2 2013 and has held it in 9 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Jones Financial Companies held 17,922 shares of Terex worth $1.29M as of Q2 2026.
  • Jones Financial Companies bought 5,958 Terex shares in Q2 2026, an estimated $373K.
  • Terex made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1763 holding.
  • Jones Financial Companies first reported a position in Terex in Q2 2013 and has held it in 9 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.