Raymond James Financial
TEX icon

Raymond James Financial’s Terex TEX Stock Holding History

Raymond James Financial’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 		$19.8M Buy
274,147
+92,875
+51% +$5.81M 0.01% 1570
2026
Q1 		$10.7M Buy
181,272
+138,445
+323% +$8.57M ﹤0.01% 1962
2025
Q4 		$2.29M Sell
42,827
-4,582
-10% -$231K ﹤0.01% 3164
2025
Q3 		$2.43M Sell
47,409
-1,689
-3% -$86K ﹤0.01% 3018
2025
Q2 		$2.29M Sell
49,098
-21,517
-30% -$900K ﹤0.01% 2970
2025
Q1 		$2.67M Buy
70,615
+21,058
+42% +$919K ﹤0.01% 2787
2024
Q4 		$2.29M Buy
+49,557
New +$2.58M ﹤0.01% 2867

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

Raymond James Financial's TEX Position: Q2 2026 in Review

Raymond James Financial increased its Terex (TEX) stake by 51% in Q2 2026, buying an estimated $5.81M and bringing the position to 274,147 shares worth $19.8M. The position accounts for 0.01% of the portfolio, ranked #1570.

Raymond James Financial first reported a position in TEX in Q4 2024 and has held it in 7 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Raymond James Financial held 274,147 shares of Terex worth $19.8M as of Q2 2026.
  • Raymond James Financial bought 92,875 Terex shares in Q2 2026, an estimated $5.81M.
  • Terex made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1570 holding.
  • Raymond James Financial first reported a position in Terex in Q4 2024 and has held it in 7 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.