$TEX icon$

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

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Brinker Capital Investments's TEX Position: Q1 2026 in Review

Brinker Capital Investments opened a new position in Terex (TEX) in Q1 2026: 4,419 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #1719 among its holdings. This is a return to the name: Brinker Capital Investments previously reported a position in TEX as recently as Q1 2025.

Brinker Capital Investments first reported a position in TEX in Q4 2021 and has held it in 9 quarters since. The position peaked at $393K in Q4 2024. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

Brinker Capital Investments held 4,419 shares of Terex worth $261K as of Q1 2026.
Terex was a new Brinker Capital Investments position in Q1 2026.
Terex made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1719 holding.
Brinker Capital Investments first reported a position in Terex in Q4 2021 and has held it in 9 quarters since.
Brinker Capital Investments's Terex position peaked at $393K in Q4 2024.
469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.