Cambridge Investment Research Advisors
TEX icon

Cambridge Investment Research Advisors’s Terex TEX Stock Holding History

Cambridge Investment Research Advisors’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 		$2.05M Buy
34,625
+29,364
+558% +$1.82M 0.01% 1573
2025
Q4 		$281K Sell
5,261
-162
-3% -$8.18K ﹤0.01% 3265
2025
Q3 		$278K Sell
5,423
-101
-2% -$5.14K ﹤0.01% 3176
2025
Q2 		$258K Sell
5,524
-410
-7% -$17.1K ﹤0.01% 3109
2025
Q1 		$224K Buy
5,934
+155
+3% +$6.77K ﹤0.01% 3108
2024
Q4 		$267K Buy
5,779
+475
+9% +$24.8K ﹤0.01% 2928
2024
Q3 		$281K Sell
5,304
-132
-2% -$7.29K ﹤0.01% 2878
2024
Q2 		$298K Sell
5,436
-7
-0.1% -$415 ﹤0.01% 2709
2024
Q1 		$351K Sell
5,443
-966
-15% -$56.7K ﹤0.01% 2579
2023
Q4 		$368K Sell
6,409
-78
-1% -$4.03K ﹤0.01% 2442
2023
Q3 		$374K Sell
6,487
-27
-0.4% -$1.61K ﹤0.01% 2329
2023
Q2 		$390K Sell
6,514
-293
-4% -$14.5K ﹤0.01% 2323
2023
Q1 		$329K Sell
6,807
-33
-0.5% -$1.69K ﹤0.01% 2406
2022
Q4 		$292K Sell
6,840
-729
-10% -$29.4K ﹤0.01% 2452
2022
Q3 		$225K Sell
7,569
-583
-7% -$19.1K ﹤0.01% 2602
2022
Q2 		$223K Buy
8,152
+5
+0.1% +$166 ﹤0.01% 2627
2022
Q1 		$291K Buy
+8,147
New +$337K ﹤0.01% 2575
2020
Q2 		– Sell
-21,872
Closed -$314K – 2514
2020
Q1 		$314K Buy
+21,872
New +$495K ﹤0.01% 1653

Other funds holding TEX

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $141B AUM 30.34% 1-Year Est. Return