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Kestra Private Wealth Services’s Terex TEX Stock Holding History

Kestra Private Wealth 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 		$507K Buy
6,997
+17
+0.2% +$1.06K 0.01% 1229
2026
Q1 		$413K Buy
6,980
+20
+0.3% +$1.24K 0.01% 1302
2025
Q4 		$372K Buy
6,960
+2,221
+47% +$112K ﹤0.01% 1322
2025
Q3 		$243K Sell
4,739
-26
-0.5% -$1.32K ﹤0.01% 1472
2025
Q2 		$222K Buy
+4,765
New +$199K ﹤0.01% 1458

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

Kestra Private Wealth Services's TEX Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Terex (TEX) stake by 0.24% in Q2 2026, buying an estimated $1.06K and bringing the position to 6,997 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #1229.

Kestra Private Wealth Services first reported a position in TEX in Q2 2025 and has held it in 5 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Kestra Private Wealth Services held 6,997 shares of Terex worth $507K as of Q2 2026.
  • Kestra Private Wealth Services bought 17 Terex shares in Q2 2026, an estimated $1.06K.
  • Terex made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1229 holding.
  • Kestra Private Wealth Services first reported a position in Terex in Q2 2025 and has held it in 5 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

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