$TEX icon$

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 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

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

Toth Financial Advisory's TEX Position: Q2 2026 in Review

Toth Financial Advisory held its Terex (TEX) position steady in Q2 2026 at 19,096 shares worth $1.38M. The position accounts for 0.14% of the portfolio, ranked #127.

Toth Financial Advisory first reported a position in TEX in Q1 2023 and has held it in 10 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Toth Financial Advisory held 19,096 shares of Terex worth $1.38M as of Q2 2026.
Toth Financial Advisory left its Terex share count unchanged in Q2 2026.
Terex made up 0.14% of Toth Financial Advisory's portfolio in Q2 2026, its #127 holding.
Toth Financial Advisory first reported a position in Terex in Q1 2023 and has held it in 10 quarters since.
483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.