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Brooklyn Investment Group’s Terex TEX Stock Holding History

Brooklyn Investment Group’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 		$466K Buy
7,878
+3,712
+89% +$230K 0.01% 1081
2025
Q4 		$225K Buy
+4,166
New +$210K 0.01% 1266
2025
Q3 		– Sell
-1,071
Closed -$50K – 2473
2025
Q2 		$50K Buy
1,071
+1,049
+4,768% +$43.9K 0.01% 1337
2025
Q1 		$832 Buy
22
+17
+340% +$742 ﹤0.01% 2396
2024
Q4 		$232 Buy
+5
New +$261 ﹤0.01% 1764

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Brooklyn Investment Group's TEX Position: Q1 2026 in Review

Brooklyn Investment Group increased its Terex (TEX) stake by 89% in Q1 2026, buying an estimated $230K and bringing the position to 7,878 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #1081.

Brooklyn Investment Group first reported a position in TEX in Q4 2024 and has held it in 5 quarters since. 473 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Brooklyn Investment Group held 7,878 shares of Terex worth $466K as of Q1 2026.
  • Brooklyn Investment Group bought 3,712 Terex shares in Q1 2026, an estimated $230K.
  • Terex made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1081 holding.
  • Brooklyn Investment Group first reported a position in Terex in Q4 2024 and has held it in 5 quarters since.
  • 473 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.