Mission Wealth Management
TEX icon

Mission Wealth Management’s Terex TEX Stock Holding History

Mission Wealth Management’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
Q3 		$351K Sell
6,672
-609
-8% -$38.8K 0.01% 621
2026
Q2 		$527K Buy
7,281
+463
+7% +$29K 0.01% 669
2026
Q1 		$403K Buy
+6,818
New +$422K 0.01% 542

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mission Wealth Management's TEX Position: Q3 2026 in Review

Mission Wealth Management reduced its Terex (TEX) stake by 8.4% in Q3 2026, selling an estimated $38.8K and leaving 6,672 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #621.

Mission Wealth Management first reported a position in TEX in Q1 2026 and has held it in 3 quarters since. The position peaked at $527K in Q2 2026. 347 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Mission Wealth Management held 6,672 shares of Terex worth $351K as of Q3 2026.
  • Mission Wealth Management sold 609 Terex shares in Q3 2026, an estimated $38.8K.
  • Terex made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #621 holding.
  • Mission Wealth Management first reported a position in Terex in Q1 2026 and has held it in 3 quarters since.
  • Mission Wealth Management's Terex position peaked at $527K in Q2 2026.
  • 347 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.