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Mirabella Financial Services’s Terex TEX Stock Holding History

Mirabella Financial 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 		$594K Buy
8,209
+3,900
+91% +$244K 0.06% 210
2026
Q1 		$255K Sell
4,309
-6,254
-59% -$387K 0.02% 583
2025
Q4 		$564K Buy
+10,563
New +$533K 0.05% 217

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

Mirabella Financial Services's TEX Position: Q2 2026 in Review

Mirabella Financial Services increased its Terex (TEX) stake by 91% in Q2 2026, buying an estimated $244K and bringing the position to 8,209 shares worth $594K. The position accounts for 0.06% of the portfolio, ranked #210.

Mirabella Financial Services first reported a position in TEX in Q4 2025 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Mirabella Financial Services held 8,209 shares of Terex worth $594K as of Q2 2026.
  • Mirabella Financial Services bought 3,900 Terex shares in Q2 2026, an estimated $244K.
  • Terex made up 0.06% of Mirabella Financial Services's portfolio in Q2 2026, its #210 holding.
  • Mirabella Financial Services first reported a position in Terex in Q4 2025 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.