MFG
TEX icon

Merit Financial Group’s Terex TEX Stock Holding History

Merit Financial Group’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 		$458K Buy
6,323
+202
+3% +$12.6K ﹤0.01% 1555
2026
Q1 		$362K Buy
+6,121
New +$379K ﹤0.01% 1556

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Merit Financial Group's TEX Position: Q2 2026 in Review

Merit Financial Group increased its Terex (TEX) stake by 3.3% in Q2 2026, buying an estimated $12.6K and bringing the position to 6,323 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Merit Financial Group first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Merit Financial Group held 6,323 shares of Terex worth $458K as of Q2 2026.
  • Merit Financial Group bought 202 Terex shares in Q2 2026, an estimated $12.6K.
  • Terex made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1555 holding.
  • Merit Financial Group first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.