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Advisory Research’s Terex TEX Stock Holding History

Advisory Research’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
Q1 		$2.07M Buy
+35,023
New +$2.17M 0.25% 73

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisory Research's TEX Position: Q1 2026 in Review

Advisory Research opened a new position in Terex (TEX) in Q1 2026: 35,023 shares worth $2.07M. The stake represents 0.25% of the portfolio and ranks #73 among its holdings.

469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Advisory Research held 35,023 shares of Terex worth $2.07M as of Q1 2026.
  • Terex was a new Advisory Research position in Q1 2026.
  • Terex made up 0.25% of Advisory Research's portfolio in Q1 2026, its #73 holding.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.