$TEX icon$

Spire Wealth Management’s Terex TEX Stock Holding History

Spire Wealth Management’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	$7.71K	Buy	+107	New	+$6.69K	﹤0.01%	1721
2023 Q4	–	Sell	-10	Closed	-$576	–	2461
2023 Q3	$576	Buy	+10	New	+$596	﹤0.01%	2337
2023 Q2	–	Sell	-44	Closed	-$2.13K	–	2535
2023 Q1	$2.13K	Buy	44 +5	+13%	+$256	﹤0.01%	2250
2022 Q4	$2K	Buy	+39	New	+$1.57K	﹤0.01%	2108
2022 Q1	–	Sell	-156	Closed	-$7K	–	2851
2021 Q4	$7K	Buy	156 +16	+11%	+$718	﹤0.01%	2498
2021 Q3	$6K	Hold	140	–	–	﹤0.01%	2255
2021 Q2	$7K	Sell	140 -31	-18%	-$1.51K	﹤0.01%	2248
2021 Q1	$8K	Buy	+171	New	+$7.01K	﹤0.01%	2491

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

Spire Wealth Management's TEX Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Terex (TEX) in Q2 2026: 107 shares worth $7.71K. The stake represents ﹤0.01% of the portfolio and ranks #1721 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in TEX as recently as Q3 2023.

Spire Wealth Management first reported a position in TEX in Q1 2021 and has held it in 8 quarters since. The position peaked at $8K in Q1 2021. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Spire Wealth Management held 107 shares of Terex worth $7.71K as of Q2 2026.
Terex was a new Spire Wealth Management position in Q2 2026.
Terex made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1721 holding.
Spire Wealth Management first reported a position in Terex in Q1 2021 and has held it in 8 quarters since.
Spire Wealth Management's Terex position peaked at $8K in Q1 2021.
483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.