$TEX icon$

Key Financial Inc’s Terex TEX Stock Holding History

Key Financial Inc’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	$8.18K	Hold	113	–	–	﹤0.01%	920
2026 Q1	$6.68K	Hold	113	–	–	﹤0.01%	972
2025 Q4	$6.03K	Hold	113	–	–	﹤0.01%	999
2025 Q3	$5.84K	Buy	+113	New	+$5.75K	﹤0.01%	1008

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Key Financial Inc's TEX Position: Q2 2026 in Review

Key Financial Inc held its Terex (TEX) position steady in Q2 2026 at 113 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Key Financial Inc first reported a position in TEX in Q3 2025 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Key Financial Inc held 113 shares of Terex worth $8.18K as of Q2 2026.
Key Financial Inc left its Terex share count unchanged in Q2 2026.
Terex made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #920 holding.
Key Financial Inc first reported a position in Terex in Q3 2025 and has held it in 4 quarters since.
484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.