$TEX icon$

Sierra Summit Advisors’s Terex TEX Stock Holding History

Sierra Summit 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	–	Sell	-13,183	Closed	-$779K	–	232
2026 Q1	$779K	Buy	+13,183	New	+$816K	0.11%	141

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sierra Summit Advisors's TEX Position: Q2 2026 in Review

Sierra Summit Advisors sold out of Terex (TEX) in Q2 2026, closing a stake of 13,183 shares — an estimated $779K sold.

Sierra Summit Advisors first reported a position in TEX in Q1 2026 and held it in 1 quarter. The position peaked at $779K in Q1 2026. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Sierra Summit Advisors reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
Sierra Summit Advisors sold 13,183 Terex shares in Q2 2026, an estimated $779K.
Sierra Summit Advisors first reported a position in Terex in Q1 2026 and held it in 1 quarter.
Sierra Summit Advisors's Terex position peaked at $779K in Q1 2026.
483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.