VWA
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Valued Wealth Advisors’s Terex TEX Stock Holding History

Valued Wealth 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 		$6.23K Buy
+86
New +$5.38K ﹤0.01% 404

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Valued Wealth Advisors's TEX Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Terex (TEX) in Q2 2026: 86 shares worth $6.23K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings.

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

  • Valued Wealth Advisors held 86 shares of Terex worth $6.23K as of Q2 2026.
  • Terex was a new Valued Wealth Advisors position in Q2 2026.
  • Terex made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #404 holding.
  • 87 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.