MWM
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
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 $2.3T 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

Mission Wealth Management's TEX Position: Q2 2026 in Review

Mission Wealth Management increased its Terex (TEX) stake by 6.8% in Q2 2026, buying an estimated $29K and bringing the position to 7,281 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #669.

Mission Wealth Management first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Mission Wealth Management held 7,281 shares of Terex worth $527K as of Q2 2026.
  • Mission Wealth Management bought 463 Terex shares in Q2 2026, an estimated $29K.
  • Terex made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #669 holding.
  • Mission Wealth Management first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.