CAPTRUST Financial Advisors
TEX icon

CAPTRUST Financial Advisors’s Terex TEX Stock Holding History

CAPTRUST Financial 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 		$897K Buy
15,180
+11,041
+267% +$684K ﹤0.01% 1676
2025
Q4 		$221K Sell
4,139
-74
-2% -$3.74K ﹤0.01% 2458
2025
Q3 		$216K Buy
+4,213
New +$215K ﹤0.01% 2377
2024
Q2 		– Sell
-3,140
Closed -$202K – 2250
2024
Q1 		$202K Sell
3,140
-1,059
-25% -$62.1K ﹤0.01% 1990
2023
Q4 		$241K Buy
4,199
+408
+11% +$21.1K ﹤0.01% 2264
2023
Q3 		$218K Buy
3,791
+16
+0.4% +$954 ﹤0.01% 2231
2023
Q2 		$226K Buy
+3,775
New +$187K ﹤0.01% 2174
2022
Q3 		– Sell
-2,306
Closed -$63K – 3849
2022
Q2 		$63K Buy
2,306
+265
+13% +$8.82K ﹤0.01% 2563
2022
Q1 		$73K Sell
2,041
-149
-7% -$6.16K ﹤0.01% 2508
2021
Q4 		$96K Buy
2,190
+114
+5% +$5.12K ﹤0.01% 2200
2021
Q3 		$87K Buy
2,076
+3
+0.1% +$142 ﹤0.01% 2184
2021
Q2 		$99K Buy
2,073
+117
+6% +$5.68K ﹤0.01% 2041
2021
Q1 		$90K Buy
1,956
+771
+65% +$31.6K ﹤0.01% 2032
2020
Q4 		$41K Buy
1,185
+82
+7% +$2.42K ﹤0.01% 1917
2020
Q3 		$22K Buy
1,103
+60
+6% +$1.17K ﹤0.01% 1936
2020
Q2 		$19K Buy
+1,043
New +$16.6K ﹤0.01% 1964
2019
Q1 		– Sell
-130
Closed -$4K – 1886
2018
Q4 		$4K Buy
+130
New +$4.16K ﹤0.01% 1395
2018
Q2 		– Sell
-76
Closed -$3K – 1602
2018
Q1 		$3K Buy
+76
New +$3.3K ﹤0.01% 1210

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

CAPTRUST Financial Advisors's TEX Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Terex (TEX) stake by 267% in Q1 2026, buying an estimated $684K and bringing the position to 15,180 shares worth $897K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

CAPTRUST Financial Advisors first reported a position in TEX in Q1 2018 and has held it in 18 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • CAPTRUST Financial Advisors held 15,180 shares of Terex worth $897K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 11,041 Terex shares in Q1 2026, an estimated $684K.
  • Terex made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1676 holding.
  • CAPTRUST Financial Advisors first reported a position in Terex in Q1 2018 and has held it in 18 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.