AI
TEX icon

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
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 $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

Atria Investments's TEX Position: Q1 2026 in Review

Atria Investments opened a new position in Terex (TEX) in Q1 2026: 5,899 shares worth $349K. The stake represents ﹤0.01% of the portfolio and ranks #1657 among its holdings. This is a return to the name: Atria Investments previously reported a position in TEX as recently as Q2 2024.

Atria Investments first reported a position in TEX in Q2 2024 and has held it in 2 quarters since. The position peaked at $544K in Q2 2024. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Atria Investments held 5,899 shares of Terex worth $349K as of Q1 2026.
  • Terex was a new Atria Investments position in Q1 2026.
  • Terex made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1657 holding.
  • Atria Investments first reported a position in Terex in Q2 2024 and has held it in 2 quarters since.
  • Atria Investments's Terex position peaked at $544K in Q2 2024.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.