SRA
TEX icon

Secured Retirement Advisors’s Terex TEX Stock Holding History

Secured Retirement 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 		$1.61M Buy
22,249
+131
+0.6% +$8.19K 0.83% 45
2026
Q1 		$1.31M Sell
22,118
-453
-2% -$28.1K 0.74% 41
2025
Q4 		$1.2M Sell
22,571
-1,180
-5% -$59.6K 0.67% 57
2025
Q3 		$1.22M Buy
23,751
+6,481
+38% +$330K 0.68% 58
2025
Q2 		$806K Sell
17,270
-73
-0.4% -$3.05K 0.48% 83
2025
Q1 		$655K Sell
17,343
-122
-0.7% -$5.33K 0.42% 95
2024
Q4 		$807K Buy
+17,465
New +$910K 0.46% 84

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

Secured Retirement Advisors's TEX Position: Q2 2026 in Review

Secured Retirement Advisors increased its Terex (TEX) stake by 0.59% in Q2 2026, buying an estimated $8.19K and bringing the position to 22,249 shares worth $1.61M. The position accounts for 0.83% of the portfolio, ranked #45.

Secured Retirement Advisors first reported a position in TEX in Q4 2024 and has held it in 7 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Secured Retirement Advisors held 22,249 shares of Terex worth $1.61M as of Q2 2026.
  • Secured Retirement Advisors bought 131 Terex shares in Q2 2026, an estimated $8.19K.
  • Terex made up 0.83% of Secured Retirement Advisors's portfolio in Q2 2026, its #45 holding.
  • Secured Retirement Advisors first reported a position in Terex in Q4 2024 and has held it in 7 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.