Kestra Advisory Services
TEX icon

Kestra Advisory Services’s Terex TEX Stock Holding History

Kestra Advisory Services’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
Q3 		$418K Buy
7,953
+641
+9% +$40.8K ﹤0.01% 2665
2026
Q2 		$529K Sell
7,312
-57
-0.8% -$3.56K ﹤0.01% 2301
2026
Q1 		$436K Buy
7,369
+286
+4% +$17.7K ﹤0.01% 2328
2025
Q4 		$378K Buy
7,083
+328
+5% +$16.6K ﹤0.01% 2355
2025
Q3 		$347K Sell
6,755
-3
-0% -$153 ﹤0.01% 2326
2025
Q2 		$316K Buy
6,758
+99
+1% +$4.14K ﹤0.01% 2308
2025
Q1 		$252K Sell
6,659
-101
-1% -$4.41K ﹤0.01% 2303
2024
Q4 		$312K Sell
6,760
-642
-9% -$33.5K ﹤0.01% 2188
2024
Q3 		$392K Sell
7,402
-2,261
-23% -$125K ﹤0.01% 1924
2024
Q2 		$530K Buy
9,663
+1,483
+18% +$88K ﹤0.01% 1733
2024
Q1 		$527K Buy
8,180
+430
+6% +$25.2K ﹤0.01% 1631
2023
Q4 		$445K Buy
7,750
+14
+0.2% +$724 ﹤0.01% 1595
2023
Q3 		$446K Buy
7,736
+254
+3% +$15.1K ﹤0.01% 1434
2023
Q2 		$448K Sell
7,482
-22
-0.3% -$1.09K ﹤0.01% 1385
2023
Q1 		$363K Buy
7,504
+188
+3% +$9.6K ﹤0.01% 1454
2022
Q4 		$313K Sell
7,316
-271
-4% -$10.9K ﹤0.01% 1716
2022
Q3 		$226K Buy
+7,587
New +$248K ﹤0.01% 1794
2022
Q2 		– Sell
-7,661
Closed -$273K – 2241
2022
Q1 		$273K Buy
7,661
+31
+0.4% +$1.28K ﹤0.01% 1648
2021
Q4 		$335K Buy
7,630
+37
+0.5% +$1.66K ﹤0.01% 1542
2021
Q3 		$320K Buy
7,593
+46
+0.6% +$2.18K ﹤0.01% 1628
2021
Q2 		$359K Buy
7,547
+11
+0.1% +$534 ﹤0.01% 1464
2021
Q1 		$347K Sell
7,536
-764
-9% -$31.3K ﹤0.01% 1372
2020
Q4 		$290K Buy
+8,300
New +$245K ﹤0.01% 1487

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kestra Advisory Services's TEX Position: Q3 2026 in Review

Kestra Advisory Services increased its Terex (TEX) stake by 8.8% in Q3 2026, buying an estimated $40.8K and bringing the position to 7,953 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

Kestra Advisory Services first reported a position in TEX in Q4 2020 and has held it in 23 quarters since. The position peaked at $530K in Q2 2024. 230 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Kestra Advisory Services held 7,953 shares of Terex worth $418K as of Q3 2026.
  • Kestra Advisory Services bought 641 Terex shares in Q3 2026, an estimated $40.8K.
  • Terex made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2665 holding.
  • Kestra Advisory Services first reported a position in Terex in Q4 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Terex position peaked at $530K in Q2 2024.
  • 230 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.