Toth Financial Advisory’s Terex TEX Stock Holding History

Toth Financial Advisory’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 Q3	$1M	Hold	19,096	–	–	0.1%	138
2026 Q2	$1.38M	Hold	19,096	–	–	0.14%	127
2026 Q1	$1.13M	Buy	+19,096	New	+$1.18M	0.12%	127
2025 Q1	–	Sell	-25	Closed	-$1.16K	–	762
2024 Q4	$1.16K	Hold	25	–	–	﹤0.01%	649
2024 Q3	$1.32K	Hold	25	–	–	﹤0.01%	651
2024 Q2	$1.37K	Hold	25	–	–	﹤0.01%	662
2024 Q1	$1.61K	Hold	25	–	–	﹤0.01%	626
2023 Q4	$1.44K	Hold	25	–	–	﹤0.01%	657
2023 Q3	$1.44K	Hold	25	–	–	﹤0.01%	680
2023 Q2	$1.5K	Hold	25	–	–	﹤0.01%	683
2023 Q1	$1.21K	Buy	+25	New	+$1.28K	﹤0.01%	737

Other funds holding TEX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Toth Financial Advisory's TEX Position: Q3 2026 in Review

Toth Financial Advisory held its Terex (TEX) position steady in Q3 2026 at 19,096 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #138.

Toth Financial Advisory first reported a position in TEX in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q2 2026. 69 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

Toth Financial Advisory held 19,096 shares of Terex worth $1M as of Q3 2026.
Toth Financial Advisory left its Terex share count unchanged in Q3 2026.
Terex made up 0.1% of Toth Financial Advisory's portfolio in Q3 2026, its #138 holding.
Toth Financial Advisory first reported a position in Terex in Q1 2023 and has held it in 11 quarters since.
Toth Financial Advisory's Terex position peaked at $1.38M in Q2 2026.
69 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.