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Montag & Associates’s Terex TEX Stock Holding History

Montag & Associates’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 		$37.4K Buy
+517
New +$32.3K ﹤0.01% 633

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

Montag & Associates's TEX Position: Q2 2026 in Review

Montag & Associates opened a new position in Terex (TEX) in Q2 2026: 517 shares worth $37.4K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings.

481 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Montag & Associates held 517 shares of Terex worth $37.4K as of Q2 2026.
  • Terex was a new Montag & Associates position in Q2 2026.
  • Terex made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #633 holding.
  • 481 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.