$TEX icon$

1620 Investment Advisors’s Terex TEX Stock Holding History

1620 Investment 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	$27.8K	Sell	384 -84	-18%	-$5.25K	0.02%	384
2026 Q1	$27.7K	Hold	468	–	–	0.02%	365
2025 Q4	$25K	Sell	468 -30	-6%	-$1.51K	0.02%	372
2025 Q3	$25.5K	Sell	498 -1,352	-73%	-$68.9K	0.02%	361
2025 Q2	$86.4K	Sell	1,850 -27	-1%	-$1.13K	0.06%	246
2025 Q1	$70.9K	Sell	1,877 -83	-4%	-$3.62K	0.05%	258
2024 Q4	$90.6K	Sell	1,960 -65	-3%	-$3.39K	0.07%	236
2024 Q3	$107K	Buy	2,025 +6	+0.3%	+$332	0.08%	216
2024 Q2	$111K	Buy	+2,019	New	+$120K	0.08%	204

Other funds holding TEX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

1620 Investment Advisors's TEX Position: Q2 2026 in Review

1620 Investment Advisors reduced its Terex (TEX) stake by 18% in Q2 2026, selling an estimated $5.25K and leaving 384 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #384.

1620 Investment Advisors first reported a position in TEX in Q2 2024 and has held it in 9 quarters since. The position peaked at $111K in Q2 2024. 40 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

1620 Investment Advisors held 384 shares of Terex worth $27.8K as of Q2 2026.
1620 Investment Advisors sold 84 Terex shares in Q2 2026, an estimated $5.25K.
Terex made up 0.02% of 1620 Investment Advisors's portfolio in Q2 2026, its #384 holding.
1620 Investment Advisors first reported a position in Terex in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Terex position peaked at $111K in Q2 2024.
40 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.