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Cascade Investment Advisors’s Terex TEX Stock Holding History

Cascade Investment 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
Q2 		– Sell
-27,835
Closed -$1.65M – 121
2026
Q1 		$1.65M Buy
27,835
+160
+0.6% +$9.91K 0.97% 41
2025
Q4 		$1.48M Buy
27,675
+1,845
+7% +$93.2K 0.87% 53
2025
Q3 		$1.33M Buy
25,830
+1,100
+4% +$56K 0.8% 58
2025
Q2 		$1.15M Buy
24,730
+475
+2% +$19.9K 0.74% 66
2025
Q1 		$916K Buy
24,255
+1,105
+5% +$48.2K 0.62% 77
2024
Q4 		$1.07M Buy
+23,150
New +$1.21M 0.69% 77

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Cascade Investment Advisors's TEX Position: Q2 2026 in Review

Cascade Investment Advisors sold out of Terex (TEX) in Q2 2026, closing a stake of 27,835 shares — an estimated $1.65M sold.

Cascade Investment Advisors first reported a position in TEX in Q4 2024 and held it in 6 quarters. The position peaked at $1.65M in Q1 2026. 40 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Cascade Investment Advisors reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Cascade Investment Advisors sold 27,835 Terex shares in Q2 2026, an estimated $1.65M.
  • Cascade Investment Advisors first reported a position in Terex in Q4 2024 and held it in 6 quarters.
  • Cascade Investment Advisors's Terex position peaked at $1.65M in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.