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Burney Company’s Terex TEX Stock Holding History

Burney Company’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 		– Sell
-4,121
Closed -$220K – 648
2025
Q4 		$220K Hold
4,121
– – 0.01% 577
2025
Q3 		$211K Sell
4,121
-546
-12% -$27.8K 0.01% 561
2025
Q2 		$218K Sell
4,667
-13,282
-74% -$555K 0.01% 547
2025
Q1 		$678K Sell
17,949
-14,799
-45% -$646K 0.02% 366
2024
Q4 		$1.51M Sell
32,748
-1,795
-5% -$93.6K 0.05% 258
2024
Q3 		$1.83M Sell
34,543
-1,495
-4% -$82.6K 0.07% 234
2024
Q2 		$1.98M Sell
36,038
-497
-1% -$29.5K 0.08% 226
2024
Q1 		$2.35M Sell
36,535
-5,245
-13% -$308K 0.09% 211
2023
Q4 		$2.4M Sell
41,780
-5,423
-11% -$280K 0.1% 208
2023
Q3 		$2.72M Sell
47,203
-6,540
-12% -$390K 0.13% 183
2023
Q2 		$3.22M Sell
53,743
-104,966
-66% -$5.21M 0.15% 169
2023
Q1 		$7.68M Sell
158,709
-4,291
-3% -$219K 0.38% 67
2022
Q4 		$6.96M Sell
163,000
-22,738
-12% -$916K 0.35% 77
2022
Q3 		$5.52M Sell
185,738
-8,496
-4% -$278K 0.3% 95
2022
Q2 		$5.32M Sell
194,234
-6,634
-3% -$221K 0.28% 107
2022
Q1 		$7.16M Sell
200,868
-3,673
-2% -$152K 0.33% 91
2021
Q4 		$8.99M Sell
204,541
-5,916
-3% -$266K 0.39% 73
2021
Q3 		$8.86M Sell
210,457
-5,551
-3% -$263K 0.42% 69
2021
Q2 		$10.3M Sell
216,008
-113,357
-34% -$5.51M 0.48% 61
2021
Q1 		$15.2M Buy
329,365
+3,509
+1% +$144K 0.75% 25
2020
Q4 		$11.4M Sell
325,856
-9,114
-3% -$269K 0.62% 36
2020
Q3 		$6.49M Buy
334,970
+698
+0.2% +$13.6K 0.4% 67
2020
Q2 		$6.28M Buy
334,272
+94,956
+40% +$1.51M 0.41% 70
2020
Q1 		$3.44M Buy
+239,316
New +$5.42M 0.26% 110

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

Burney Company's TEX Position: Q1 2026 in Review

Burney Company sold out of Terex (TEX) in Q1 2026, closing a stake of 4,121 shares — an estimated $220K sold.

Burney Company first reported a position in TEX in Q1 2020 and held it in 24 quarters. The position peaked at $15.2M in Q1 2021. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Burney Company reported no remaining Terex position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 4,121 Terex shares in Q1 2026, an estimated $220K.
  • Burney Company first reported a position in Terex in Q1 2020 and held it in 24 quarters.
  • Burney Company's Terex position peaked at $15.2M in Q1 2021.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.