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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
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% +$9.61K ﹤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 $2.3T 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

Kestra Advisory Services's TEX Position: Q2 2026 in Review

Kestra Advisory Services reduced its Terex (TEX) stake by 0.77% in Q2 2026, selling an estimated $3.56K and leaving 7,312 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

Kestra Advisory Services first reported a position in TEX in Q4 2020 and has held it in 22 quarters since. The position peaked at $530K in Q2 2024. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Kestra Advisory Services held 7,312 shares of Terex worth $529K as of Q2 2026.
  • Kestra Advisory Services sold 57 Terex shares in Q2 2026, an estimated $3.56K.
  • Terex made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2301 holding.
  • Kestra Advisory Services first reported a position in Terex in Q4 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's Terex position peaked at $530K in Q2 2024.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.