Cetera Investment Advisers
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Cetera Investment Advisers’s Terex TEX Stock Holding History

Cetera Investment Advisers’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 		$1.24M Buy
20,938
+12,487
+148% +$773K ﹤0.01% 2721
2025
Q4 		$451K Sell
8,451
-1,164
-12% -$58.8K ﹤0.01% 3527
2025
Q3 		$493K Buy
9,615
+1,971
+26% +$100K ﹤0.01% 3393
2025
Q2 		$357K Sell
7,644
-2,630
-26% -$110K ﹤0.01% 3248
2025
Q1 		$388K Sell
10,274
-2,270
-18% -$99.1K ﹤0.01% 3059
2024
Q4 		$580K Buy
12,544
+4,276
+52% +$223K ﹤0.01% 2566
2024
Q3 		$437K Sell
8,268
-8,185
-50% -$452K ﹤0.01% 2754
2024
Q2 		$902K Buy
16,453
+286
+2% +$17K ﹤0.01% 2150
2024
Q1 		$1.04M Buy
16,167
+4,905
+44% +$288K ﹤0.01% 2037
2023
Q4 		$647K Sell
11,262
-3,492
-24% -$181K 0.01% 1352
2023
Q3 		$850K Buy
14,754
+1,425
+11% +$84.9K 0.01% 1119
2023
Q2 		$797K Sell
13,329
-126
-0.9% -$6.25K 0.01% 1172
2023
Q1 		$651K Buy
+13,455
New +$688K 0.01% 1268
2022
Q1 		– Sell
-4,993
Closed -$219K – 1993
2021
Q4 		$219K Buy
+4,993
New +$224K ﹤0.01% 1675

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

Cetera Investment Advisers's TEX Position: Q1 2026 in Review

Cetera Investment Advisers increased its Terex (TEX) stake by 148% in Q1 2026, buying an estimated $773K and bringing the position to 20,938 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2721.

Cetera Investment Advisers first reported a position in TEX in Q4 2021 and has held it in 14 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Cetera Investment Advisers held 20,938 shares of Terex worth $1.24M as of Q1 2026.
  • Cetera Investment Advisers bought 12,487 Terex shares in Q1 2026, an estimated $773K.
  • Terex made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2721 holding.
  • Cetera Investment Advisers first reported a position in Terex in Q4 2021 and has held it in 14 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.