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Optivise Advisory Services’s Terex TEX Stock Holding History

Optivise Advisory Services’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 		– Sell
-4,950
Closed -$293K – 242
2026
Q1 		$293K Buy
+4,950
New +$307K 0.18% 132

Other funds holding TEX

MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Optivise Advisory Services's TEX Position: Q2 2026 in Review

Optivise Advisory Services sold out of Terex (TEX) in Q2 2026, closing a stake of 4,950 shares — an estimated $293K sold.

Optivise Advisory Services first reported a position in TEX in Q1 2026 and held it in 1 quarter. The position peaked at $293K in Q1 2026. 122 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Optivise Advisory Services reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 4,950 Terex shares in Q2 2026, an estimated $293K.
  • Optivise Advisory Services first reported a position in Terex in Q1 2026 and held it in 1 quarter.
  • Optivise Advisory Services's Terex position peaked at $293K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.