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Root Financial Partners’s Terex TEX Stock Holding History

Root Financial Partners’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
-245
Closed -$14.5K – 2895
2026
Q1 		$14.5K Buy
245
+94
+62% +$5.82K ﹤0.01% 1503
2025
Q4 		$8.06K Buy
151
+12
+9% +$606 ﹤0.01% 1590
2025
Q3 		$7.13K Buy
+139
New +$7.08K ﹤0.01% 1582

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

Root Financial Partners's TEX Position: Q2 2026 in Review

Root Financial Partners sold out of Terex (TEX) in Q2 2026, closing a stake of 245 shares — an estimated $14.5K sold.

Root Financial Partners first reported a position in TEX in Q3 2025 and held it in 3 quarters. The position peaked at $14.5K in Q1 2026. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Root Financial Partners reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 245 Terex shares in Q2 2026, an estimated $14.5K.
  • Root Financial Partners first reported a position in Terex in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Terex position peaked at $14.5K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.