CFO
TEX icon

Callan Family Office’s Terex TEX Stock Holding History

Callan Family Office’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 		$467K Buy
6,449
+379
+6% +$23.7K 0.01% 843
2026
Q1 		$359K Sell
6,070
-323
-5% -$20K 0.01% 870
2025
Q4 		$341K Buy
6,393
+382
+6% +$19.3K 0.01% 887
2025
Q3 		$308K Sell
6,011
-9
-0.1% -$458 0.01% 699
2025
Q2 		$281K Buy
+6,020
New +$252K 0.01% 789

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

Callan Family Office's TEX Position: Q2 2026 in Review

Callan Family Office increased its Terex (TEX) stake by 6.2% in Q2 2026, buying an estimated $23.7K and bringing the position to 6,449 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #843.

Callan Family Office first reported a position in TEX in Q2 2025 and has held it in 5 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Callan Family Office held 6,449 shares of Terex worth $467K as of Q2 2026.
  • Callan Family Office bought 379 Terex shares in Q2 2026, an estimated $23.7K.
  • Terex made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #843 holding.
  • Callan Family Office first reported a position in Terex in Q2 2025 and has held it in 5 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.