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NewEdge Advisors’s Terex TEX Stock Holding History

NewEdge 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 		$9.01K Sell
125
-91
-42% -$5.69K ﹤0.01% 3563
2026
Q1 		$12.8K Sell
216
-223
-51% -$13.8K ﹤0.01% 3331
2025
Q4 		$23.4K Sell
439
-1
-0.2% -$51 ﹤0.01% 3205
2025
Q3 		$22.6K Hold
440
– – ﹤0.01% 3087
2025
Q2 		$20.5K Buy
440
+51
+13% +$2.13K ﹤0.01% 2954
2025
Q1 		$14.7K Buy
389
+1
+0.3% +$44 ﹤0.01% 2963
2024
Q4 		$17.9K Hold
388
– – ﹤0.01% 2838
2024
Q3 		$20.5K Buy
388
+1
+0.3% +$55 ﹤0.01% 2711
2024
Q2 		$21.2K Hold
387
– – ﹤0.01% 2606
2024
Q1 		$24.9K Buy
387
+1
+0.3% +$59 ﹤0.01% 2556
2023
Q4 		$22.2K Hold
386
– – ﹤0.01% 2534
2023
Q3 		$22.3K Hold
386
– – ﹤0.01% 2347
2023
Q2 		$23.1K Sell
386
-80
-17% -$3.97K ﹤0.01% 2343
2023
Q1 		$22.5K Sell
466
-265
-36% -$13.6K ﹤0.01% 2299
2022
Q4 		$14.8K Buy
+731
New +$29.4K ﹤0.01% 2233
2017
Q3 		– Sell
-75
Closed -$2.79K – 1044
2017
Q2 		$2.79K Buy
+75
New +$2.54K ﹤0.01% 1255

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

NewEdge Advisors's TEX Position: Q2 2026 in Review

NewEdge Advisors reduced its Terex (TEX) stake by 42% in Q2 2026, selling an estimated $5.69K and leaving 125 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3563.

NewEdge Advisors first reported a position in TEX in Q2 2017 and has held it in 16 quarters since. The position peaked at $24.9K in Q1 2024. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • NewEdge Advisors held 125 shares of Terex worth $9.01K as of Q2 2026.
  • NewEdge Advisors sold 91 Terex shares in Q2 2026, an estimated $5.69K.
  • Terex made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3563 holding.
  • NewEdge Advisors first reported a position in Terex in Q2 2017 and has held it in 16 quarters since.
  • NewEdge Advisors's Terex position peaked at $24.9K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

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