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Koss-Olinger Consulting’s Terex TEX Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-11,023
Closed -$651K – 247
2026
Q1 		$651K Buy
+11,023
New +$683K 0.05% 133

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

Koss-Olinger Consulting's TEX Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of Terex (TEX) in Q2 2026, closing a stake of 11,023 shares — an estimated $651K sold.

Koss-Olinger Consulting first reported a position in TEX in Q1 2026 and held it in 1 quarter. The position peaked at $651K in Q1 2026. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Koss-Olinger Consulting reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 11,023 Terex shares in Q2 2026, an estimated $651K.
  • Koss-Olinger Consulting first reported a position in Terex in Q1 2026 and held it in 1 quarter.
  • Koss-Olinger Consulting's Terex position peaked at $651K in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.