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RPG Investment Advisory’s Terex TEX Stock Holding History

RPG Investment Advisory’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 		$3.25M Buy
44,885
+18,480
+70% +$1.16M 0.33% 53
2026
Q1 		$1.56M Buy
26,405
+7,445
+39% +$461K 0.19% 57
2025
Q4 		$1.01M Buy
+18,960
New +$957K 0.11% 63

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

RPG Investment Advisory's TEX Position: Q2 2026 in Review

RPG Investment Advisory increased its Terex (TEX) stake by 70% in Q2 2026, buying an estimated $1.16M and bringing the position to 44,885 shares worth $3.25M. The position accounts for 0.33% of the portfolio, ranked #53.

RPG Investment Advisory first reported a position in TEX in Q4 2025 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • RPG Investment Advisory held 44,885 shares of Terex worth $3.25M as of Q2 2026.
  • RPG Investment Advisory bought 18,480 Terex shares in Q2 2026, an estimated $1.16M.
  • Terex made up 0.33% of RPG Investment Advisory's portfolio in Q2 2026, its #53 holding.
  • RPG Investment Advisory first reported a position in Terex in Q4 2025 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on RPG Investment Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.