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Atria Investments’s Terex TEX Stock Holding History

Atria Investments’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 		$316K Sell
4,371
-1,528
-26% -$95.6K ﹤0.01% 1814
2026
Q1 		$349K Buy
+5,899
New +$365K ﹤0.01% 1657
2024
Q3 		– Sell
-9,917
Closed -$544K – 2049
2024
Q2 		$544K Buy
+9,917
New +$588K 0.01% 1258

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Investments's TEX Position: Q2 2026 in Review

Atria Investments reduced its Terex (TEX) stake by 26% in Q2 2026, selling an estimated $95.6K and leaving 4,371 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Atria Investments first reported a position in TEX in Q2 2024 and has held it in 3 quarters since. The position peaked at $544K in Q2 2024. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Atria Investments held 4,371 shares of Terex worth $316K as of Q2 2026.
  • Atria Investments sold 1,528 Terex shares in Q2 2026, an estimated $95.6K.
  • Terex made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1814 holding.
  • Atria Investments first reported a position in Terex in Q2 2024 and has held it in 3 quarters since.
  • Atria Investments's Terex position peaked at $544K in Q2 2024.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.