SWAG
TEX icon

Spectrum Wealth Advisory Group’s Terex TEX Stock Holding History

Spectrum Wealth Advisory Group’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 		$2.32K Buy
+32
New +$2K ﹤0.01% 315

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

Spectrum Wealth Advisory Group's TEX Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Terex (TEX) in Q2 2026: 32 shares worth $2.32K. The stake represents ﹤0.01% of the portfolio and ranks #315 among its holdings.

481 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Spectrum Wealth Advisory Group held 32 shares of Terex worth $2.32K as of Q2 2026.
  • Terex was a new Spectrum Wealth Advisory Group position in Q2 2026.
  • Terex made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #315 holding.
  • 481 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.