$TEX icon$

United Capital Financial Advisors’s Terex TEX Stock Holding History

United Capital Financial 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	$229K	Sell	3,158 -1,766	-36%	-$110K	﹤0.01%	1488
2026 Q1	$291K	Buy	+4,924	New	+$305K	﹤0.01%	1362
2018 Q1	–	Sell	-5,496	Closed	-$265K	–	1364
2017 Q4	$265K	Sell	5,496 -200	-4%	-$9.21K	﹤0.01%	1155
2017 Q3	$256K	Buy	+5,696	New	+$225K	﹤0.01%	1165
2014 Q3	–	Sell	-14,036	Closed	-$577K	–	1124
2014 Q2	$577K	Sell	14,036 -1,274	-8%	-$51.8K	0.01%	660
2014 Q1	$678K	Sell	15,310 -570	-4%	-$24K	0.01%	570
2013 Q4	$667K	Buy	15,880 +854	+6%	+$31K	0.02%	395
2013 Q3	$505K	Sell	15,026 -606	-4%	-$18.4K	0.02%	437
2013 Q2	$411K	Buy	+15,632	New	+$483K	0.01%	540

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's TEX Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Terex (TEX) stake by 36% in Q2 2026, selling an estimated $110K and leaving 3,158 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

United Capital Financial Advisors first reported a position in TEX in Q2 2013 and has held it in 9 quarters since. The position peaked at $678K in Q1 2014. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

United Capital Financial Advisors held 3,158 shares of Terex worth $229K as of Q2 2026.
United Capital Financial Advisors sold 1,766 Terex shares in Q2 2026, an estimated $110K.
Terex made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1488 holding.
United Capital Financial Advisors first reported a position in Terex in Q2 2013 and has held it in 9 quarters since.
United Capital Financial Advisors's Terex position peaked at $678K in Q1 2014.
484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.