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Brinker Capital Investments’s Terex TEX Stock Holding History

Brinker Capital 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 		$402K Buy
5,549
+1,130
+26% +$70.7K ﹤0.01% 1542
2026
Q1 		$261K Buy
+4,419
New +$274K ﹤0.01% 1719
2025
Q2 		– Sell
-7,986
Closed -$302K – 2049
2025
Q1 		$302K Sell
7,986
-523
-6% -$22.8K ﹤0.01% 1626
2024
Q4 		$393K Buy
8,509
+4,400
+107% +$229K ﹤0.01% 1430
2024
Q3 		$217K Buy
+4,109
New +$227K ﹤0.01% 1674
2023
Q3 		– Sell
-4,535
Closed -$271K – 1678
2023
Q2 		$271K Buy
+4,535
New +$225K ﹤0.01% 1442
2023
Q1 		– Sell
-5,738
Closed -$245K – 1645
2022
Q4 		$245K Sell
5,738
-1,759
-23% -$70.8K ﹤0.01% 1221
2022
Q3 		$223K Buy
+7,497
New +$245K ﹤0.01% 1237
2022
Q2 		– Sell
-5,821
Closed -$208K – 1420
2022
Q1 		$208K Sell
5,821
-1,619
-22% -$67K ﹤0.01% 1339
2021
Q4 		$327K Buy
+7,440
New +$334K ﹤0.01% 1210

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

Brinker Capital Investments's TEX Position: Q2 2026 in Review

Brinker Capital Investments increased its Terex (TEX) stake by 26% in Q2 2026, buying an estimated $70.7K and bringing the position to 5,549 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Brinker Capital Investments first reported a position in TEX in Q4 2021 and has held it in 10 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Brinker Capital Investments held 5,549 shares of Terex worth $402K as of Q2 2026.
  • Brinker Capital Investments bought 1,130 Terex shares in Q2 2026, an estimated $70.7K.
  • Terex made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1542 holding.
  • Brinker Capital Investments first reported a position in Terex in Q4 2021 and has held it in 10 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.