Wealth Enhancement Advisory Services
TEX icon

Wealth Enhancement Advisory Services’s Terex TEX Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$27.3M Buy
534,103
+23,329
+5% +$1.49M 0.04% 392
2026
Q2 		$33.7M Buy
510,774
+93,855
+23% +$5.87M 0.06% 293
2026
Q1 		$23.7M Sell
416,919
-534,679
-56% -$33.1M 0.05% 350
2025
Q4 		$55.9M Sell
951,598
-13,837
-1% -$699K 0.08% 239
2025
Q3 		$50.8M Sell
965,435
-62,395
-6% -$3.18M 0.08% 238
2025
Q2 		$51.2M Buy
1,027,830
+315,331
+44% +$13.2M 0.08% 224
2025
Q1 		$26.9M Sell
712,499
-567,877
-44% -$24.8M 0.05% 327
2024
Q4 		$59.2M Buy
+1,280,376
New +$66.7M 0.11% 175
2024
Q3 		– Sell
-3,699
Closed -$203K – 2912
2024
Q2 		$203K Buy
3,699
+466
+14% +$27.6K ﹤0.01% 2292
2024
Q1 		$208K Buy
+3,233
New +$190K ﹤0.01% 2170

Other funds holding TEX

Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's TEX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Terex (TEX) stake by 4.6% in Q3 2026, buying an estimated $1.49M and bringing the position to 534,103 shares worth $27.3M. The position accounts for 0.04% of the portfolio, ranked #392.

Wealth Enhancement Advisory Services first reported a position in TEX in Q1 2024 and has held it in 10 quarters since. The position peaked at $59.2M in Q4 2024. 117 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 534,103 shares of Terex worth $27.3M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 23,329 Terex shares in Q3 2026, an estimated $1.49M.
  • Terex made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #392 holding.
  • Wealth Enhancement Advisory Services first reported a position in Terex in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Terex position peaked at $59.2M in Q4 2024.
  • 117 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.