JKA
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Jones Kertz & Associates’s Terex TEX Stock Holding History

Jones Kertz & Associates’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 		$712K Sell
9,835
-1,200
-11% -$75K 0.33% 54
2026
Q1 		$652K Sell
11,035
-90
-0.8% -$5.57K 0.35% 56
2025
Q4 		$594K Buy
+11,125
New +$562K 0.31% 54

Other funds holding TEX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Jones Kertz & Associates's TEX Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Terex (TEX) stake by 11% in Q2 2026, selling an estimated $75K and leaving 9,835 shares worth $712K. The position accounts for 0.33% of the portfolio, ranked #54.

Jones Kertz & Associates first reported a position in TEX in Q4 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Jones Kertz & Associates held 9,835 shares of Terex worth $712K as of Q2 2026.
  • Jones Kertz & Associates sold 1,200 Terex shares in Q2 2026, an estimated $75K.
  • Terex made up 0.33% of Jones Kertz & Associates's portfolio in Q2 2026, its #54 holding.
  • Jones Kertz & Associates first reported a position in Terex in Q4 2025 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.