$TEX icon$

Algert Global’s Terex TEX Stock Holding History

Algert Global’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	$3M	Buy	+50,841	New	+$3.15M	0.05%	598
2025 Q4	–	Sell	-77,000	Closed	-$3.95M	–	1320
2025 Q3	$3.95M	Buy	+77,000	New	+$3.92M	0.07%	479
2024 Q4	–	Sell	-9,463	Closed	-$501K	–	1331
2024 Q3	$501K	Sell	9,463 -31,530	-77%	-$1.74M	0.01%	895
2024 Q2	$2.25M	Sell	40,993 -45,583	-53%	-$2.7M	0.07%	433
2024 Q1	$5.58M	Sell	86,576 -6,430	-7%	-$377K	0.22%	136
2023 Q4	$5.34M	Sell	93,006 -21,933	-19%	-$1.13M	0.22%	124
2023 Q3	$6.62M	Buy	114,939 +55,692	+94%	+$3.32M	0.31%	68
2023 Q2	$3.54M	Buy	59,247 +23,705	+67%	+$1.18M	0.15%	193
2023 Q1	$1.72M	Buy	+35,542	New	+$1.82M	0.08%	402
2022 Q3	–	Sell	-26,620	Closed	-$729K	–	1339
2022 Q2	$729K	Buy	+26,620	New	+$886K	0.05%	608
2019 Q1	–	Sell	-62,208	Closed	-$1.72M	–	388
2018 Q4	$1.72M	Sell	62,208 -29,753	-32%	-$951K	0.48%	63
2018 Q3	$3.67M	Buy	91,961 +1,760	+2%	+$71.6K	0.79%	22
2018 Q2	$3.81M	Buy	+90,201	New	+$3.58M	0.79%	16
2016 Q3	–	Sell	-34,885	Closed	-$709K	–	438
2016 Q2	$709K	Buy	+34,885	New	+$798K	0.29%	133

Other funds holding TEX

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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