$TEX icon$

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 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

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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's TEX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Terex (TEX) stake by 23% in Q2 2026, buying an estimated $5.87M and bringing the position to 510,774 shares worth $33.7M. The position accounts for 0.06% of the portfolio, ranked #293.

Wealth Enhancement Advisory Services first reported a position in TEX in Q1 2024 and has held it in 9 quarters since. The position peaked at $59.2M in Q4 2024. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Wealth Enhancement Advisory Services held 510,774 shares of Terex worth $33.7M as of Q2 2026.
Wealth Enhancement Advisory Services bought 93,855 Terex shares in Q2 2026, an estimated $5.87M.
Terex made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #293 holding.
Wealth Enhancement Advisory Services first reported a position in Terex in Q1 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Terex position peaked at $59.2M in Q4 2024.
483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.