RCA
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Resonant Capital Advisors’s Terex TEX Stock Holding History

Resonant Capital 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 		$404K Buy
5,581
+1,029
+23% +$64.4K 0.02% 345
2026
Q1 		$269K Buy
+4,552
New +$282K 0.01% 416

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

Resonant Capital Advisors's TEX Position: Q2 2026 in Review

Resonant Capital Advisors increased its Terex (TEX) stake by 23% in Q2 2026, buying an estimated $64.4K and bringing the position to 5,581 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #345.

Resonant Capital Advisors first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Resonant Capital Advisors held 5,581 shares of Terex worth $404K as of Q2 2026.
  • Resonant Capital Advisors bought 1,029 Terex shares in Q2 2026, an estimated $64.4K.
  • Terex made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #345 holding.
  • Resonant Capital Advisors first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.