$TEX icon$

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 Q2	$2.45M	Sell	33,912 -1,111	-3%	-$69.5K	0.24%	71
2026 Q1	$2.07M	Buy	+35,023	New	+$2.17M	0.25%	73

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

Advisory Research's TEX Position: Q2 2026 in Review

Advisory Research reduced its Terex (TEX) stake by 3.2% in Q2 2026, selling an estimated $69.5K and leaving 33,912 shares worth $2.45M. The position accounts for 0.24% of the portfolio, ranked #71.

Advisory Research first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Advisory Research held 33,912 shares of Terex worth $2.45M as of Q2 2026.
Advisory Research sold 1,111 Terex shares in Q2 2026, an estimated $69.5K.
Terex made up 0.24% of Advisory Research's portfolio in Q2 2026, its #71 holding.
Advisory Research first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.