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Mount Yale Investment Advisors’s Terex TEX Stock Holding History

Mount Yale Investment Advisors’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 		$396K Buy
+5,471
New +$342K 0.01% 872
2018
Q4 		– Sell
-3,144
Closed -$102K – 728
2018
Q3 		$102K Buy
3,144
+1,144
+57% +$46.5K 0.02% 438
2018
Q2 		$84K Buy
+2,000
New +$79.4K 0.02% 519

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's TEX Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Terex (TEX) in Q2 2026: 5,471 shares worth $396K. The stake represents 0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in TEX as recently as Q3 2018.

Mount Yale Investment Advisors first reported a position in TEX in Q2 2018 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Mount Yale Investment Advisors held 5,471 shares of Terex worth $396K as of Q2 2026.
  • Terex was a new Mount Yale Investment Advisors position in Q2 2026.
  • Terex made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #872 holding.
  • Mount Yale Investment Advisors first reported a position in Terex in Q2 2018 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.