$TEX icon$

OneDigital Investment Advisors’s Terex TEX Stock Holding History

OneDigital 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	$225K	Buy	+3,114	New	+$195K	﹤0.01%	1449
2019 Q3	–	Sell	-243	Closed	-$8K	–	1090
2019 Q2	$8K	Sell	243 -24	-9%	-$737	﹤0.01%	988
2019 Q1	$9K	Sell	267 -21	-7%	-$666	﹤0.01%	903
2018 Q4	$8K	Sell	288 -27	-9%	-$863	﹤0.01%	892
2018 Q3	$13K	Sell	315 -25	-7%	-$1.02K	﹤0.01%	781
2018 Q2	$14K	Hold	340	–	–	﹤0.01%	951
2018 Q1	$13K	Hold	340	–	–	﹤0.01%	969
2017 Q4	$16K	Sell	340 -24	-7%	-$1.1K	﹤0.01%	874
2017 Q3	$16K	Hold	364	–	–	0.01%	717
2017 Q2	$14K	Buy	+364	New	+$12.3K	﹤0.01%	866

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OneDigital Investment Advisors's TEX Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in Terex (TEX) in Q2 2026: 3,114 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1449 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in TEX as recently as Q2 2019.

OneDigital Investment Advisors first reported a position in TEX in Q2 2017 and has held it in 10 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

OneDigital Investment Advisors held 3,114 shares of Terex worth $225K as of Q2 2026.
Terex was a new OneDigital Investment Advisors position in Q2 2026.
Terex made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1449 holding.
OneDigital Investment Advisors first reported a position in Terex in Q2 2017 and has held it in 10 quarters since.
484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.