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Verdence Capital Advisors’s Terex TEX Stock Holding History

Verdence Capital 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 		$1.48M Buy
20,453
+970
+5% +$60.7K 0.08% 221
2026
Q1 		$1.15M Buy
+19,483
New +$1.21M 0.07% 264
2024
Q4 		– Sell
-5,575
Closed -$295K – 665
2024
Q3 		$295K Buy
5,575
+233
+4% +$12.9K 0.02% 525
2024
Q2 		$293K Sell
5,342
-51
-0.9% -$3.02K 0.03% 478
2024
Q1 		$347K Buy
5,393
+40
+0.7% +$2.35K 0.03% 430
2023
Q4 		$308K Buy
5,353
+138
+3% +$7.13K 0.03% 456
2023
Q3 		$301K Sell
5,215
-1,185
-19% -$70.6K 0.03% 430
2023
Q2 		$383K Sell
6,400
-726
-10% -$36K 0.04% 361
2023
Q1 		$345K Sell
7,126
-2,641
-27% -$135K 0.04% 377
2022
Q4 		$417K Sell
9,767
-207
-2% -$8.34K 0.05% 310
2022
Q3 		$297K Buy
9,974
+217
+2% +$7.1K 0.04% 377
2022
Q2 		$267K Buy
+9,757
New +$325K 0.03% 417

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Verdence Capital Advisors's TEX Position: Q2 2026 in Review

Verdence Capital Advisors increased its Terex (TEX) stake by 5% in Q2 2026, buying an estimated $60.7K and bringing the position to 20,453 shares worth $1.48M. The position accounts for 0.08% of the portfolio, ranked #221.

Verdence Capital Advisors first reported a position in TEX in Q2 2022 and has held it in 12 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Verdence Capital Advisors held 20,453 shares of Terex worth $1.48M as of Q2 2026.
  • Verdence Capital Advisors bought 970 Terex shares in Q2 2026, an estimated $60.7K.
  • Terex made up 0.08% of Verdence Capital Advisors's portfolio in Q2 2026, its #221 holding.
  • Verdence Capital Advisors first reported a position in Terex in Q2 2022 and has held it in 12 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.