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Sequoia Financial Advisors’s Terex TEX Stock Holding History

Sequoia Financial 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 		$403K Buy
5,564
+141
+3% +$8.82K ﹤0.01% 1478
2026
Q1 		$321K Sell
5,423
-823
-13% -$51K ﹤0.01% 1536
2025
Q4 		$333K Buy
6,246
+1,374
+28% +$69.4K ﹤0.01% 1503
2025
Q3 		$250K Buy
4,872
+26
+0.5% +$1.32K ﹤0.01% 1496
2025
Q2 		$226K Buy
+4,846
New +$203K ﹤0.01% 1426
2024
Q1 		– Sell
-4,081
Closed -$234K – 1281
2023
Q4 		$234K Buy
+4,081
New +$211K ﹤0.01% 1033

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

Sequoia Financial Advisors's TEX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Terex (TEX) stake by 2.6% in Q2 2026, buying an estimated $8.82K and bringing the position to 5,564 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Sequoia Financial Advisors first reported a position in TEX in Q4 2023 and has held it in 6 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Sequoia Financial Advisors held 5,564 shares of Terex worth $403K as of Q2 2026.
  • Sequoia Financial Advisors bought 141 Terex shares in Q2 2026, an estimated $8.82K.
  • Terex made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1478 holding.
  • Sequoia Financial Advisors first reported a position in Terex in Q4 2023 and has held it in 6 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.