Position in TEX
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$24,639,912
-$26,156,389 QoQ
Shares Held
416,919
-56.2% QoQ
Ownership
0.365%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 2.4429147078576228.ToString("F0")%
Shared 0.ToString("F0")%
None 97.55708529214238.ToString("F0")%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $255,563,376 across 16 Farm & Heavy Construction Machinery names. TEX ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
173,461 | $122,890,180 | |
| 2 | DE |
Deere & Co
|
100,267 | $56,480,401 | |
| 3 | PCAR |
Paccar Inc
|
332,328 | $38,383,884 | |
| 4 | TEX |
Terex Corp
This page
|
416,919 | $24,639,912 | |
| 5 | OSK |
Oshkosh Corp
|
43,044 | $6,336,507 | |
| 6 | CNH |
CNH Industrial N.V.
|
240,825 | $2,649,075 | |
| 7 | AGCO |
Agco Corp /De
|
9,530 | $1,104,241 | |
| 8 | FSS |
Federal Signal Corp /De/
|
6,637 | $717,725 |
All Filings in TEX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,639,912 | 416,919 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $50,796,301 | 951,598 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $49,526,815 | 965,435 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $47,989,382 | 1,027,830 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $26,918,212 | 712,499 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $59,178,978 | 1,280,376 | Shares | Sole | 2025-03-17 | |
| 2024-06-30 | $202,853 | 3,699 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $208,205 | 3,233 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||