Cerity Partners
TEX icon

Cerity Partners’s Terex TEX Stock Holding History

Cerity Partners’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 		$1.57M Sell
21,688
-6,408
-23% -$401K ﹤0.01% 1726
2026
Q1 		$1.66M Buy
28,096
+13,186
+88% +$817K ﹤0.01% 1583
2025
Q4 		$796K Buy
14,910
+4,791
+47% +$242K ﹤0.01% 1824
2025
Q3 		$519K Sell
10,119
-647
-6% -$33K ﹤0.01% 1946
2025
Q2 		$503K Buy
10,766
+1,838
+21% +$76.9K ﹤0.01% 1849
2025
Q1 		$337K Sell
8,928
-2,002
-18% -$87.4K ﹤0.01% 1965
2024
Q4 		$541K Sell
10,930
-13,795
-56% -$719K ﹤0.01% 1718
2024
Q3 		$1.31M Buy
24,725
+18,999
+332% +$1.05M ﹤0.01% 1283
2024
Q2 		$314K Sell
5,726
-1,275
-18% -$75.6K ﹤0.01% 1792
2024
Q1 		$451K Buy
7,001
+1,224
+21% +$71.8K ﹤0.01% 1648
2023
Q4 		$332K Buy
5,777
+1,536
+36% +$79.4K ﹤0.01% 1458
2023
Q3 		$244K Sell
4,241
-1,582
-27% -$94.3K ﹤0.01% 1216
2023
Q2 		$348K Buy
+5,823
New +$289K ﹤0.01% 1331

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

Cerity Partners's TEX Position: Q2 2026 in Review

Cerity Partners reduced its Terex (TEX) stake by 23% in Q2 2026, selling an estimated $401K and leaving 21,688 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Cerity Partners first reported a position in TEX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.66M in Q1 2026. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Cerity Partners held 21,688 shares of Terex worth $1.57M as of Q2 2026.
  • Cerity Partners sold 6,408 Terex shares in Q2 2026, an estimated $401K.
  • Terex made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1726 holding.
  • Cerity Partners first reported a position in Terex in Q2 2023 and has held it in 13 quarters since.
  • Cerity Partners's Terex position peaked at $1.66M in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.