VERPA
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Virginia Estate & Retirement Planning Advisors’s Terex TEX Stock Holding History

Virginia Estate & Retirement Planning 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 		$21.8K Hold
108
– – 0.03% 85
2026
Q1 		$22.6K Buy
+108
New +$6.69K 0.04% 61

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

Virginia Estate & Retirement Planning Advisors's TEX Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Terex (TEX) position steady in Q2 2026 at 108 shares worth $21.8K. The position accounts for 0.03% of the portfolio, ranked #85.

Virginia Estate & Retirement Planning Advisors first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $22.6K in Q1 2026. 478 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 108 shares of Terex worth $21.8K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Terex share count unchanged in Q2 2026.
  • Terex made up 0.03% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #85 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's Terex position peaked at $22.6K in Q1 2026.
  • 478 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.