Position in TEX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$36,974,929
+$12,335,017 QoQ
Shares Held
510,774
+22.5% QoQ
Ownership
0.447%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#44
of 482 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $355,298,114 across 16 Farm & Heavy Construction Machinery names. TEX ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
182,074 | $193,890,602 | |
| 2 | DE |
Deere & Co
|
100,754 | $63,911,284 | |
| 3 | PCAR |
Paccar Inc
|
339,935 | $40,832,992 | |
| 4 | TEX |
Terex Corp
This page
|
510,774 | $36,974,929 | |
| 5 | OSK |
Oshkosh Corp
|
67,586 | $10,373,099 | |
| 6 | CNH |
CNH Industrial N.V.
|
197,723 | $2,220,429 | |
| 7 | AGCO |
Agco Corp /De
|
17,741 | $2,123,597 | |
| 8 | FSS |
Federal Signal Corp /De/
|
11,138 | $1,431,121 |
All Filings in TEX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,974,929 | 510,774 | Shares | Sole | 2026-07-15 | |
| 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. | ||||||