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Choreo LLC’s Terex TEX Stock Holding History

Choreo LLC’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 		$344K Sell
4,750
-116
-2% -$7.25K ﹤0.01% 1231
2026
Q1 		$288K Sell
4,866
-1,545
-24% -$95.7K ﹤0.01% 1277
2025
Q4 		$345K Sell
6,411
-2,099
-25% -$106K ﹤0.01% 1130
2025
Q3 		$437K Buy
+8,510
New +$433K 0.01% 988
2018
Q2 		– Sell
-7,779
Closed -$291K – 269
2018
Q1 		$291K Buy
7,779
+1,202
+18% +$52.1K 0.03% 217
2017
Q4 		$317K Buy
6,577
+11
+0.2% +$507 0.04% 213
2017
Q3 		$296K Buy
6,566
+12
+0.2% +$475 0.04% 218
2017
Q2 		$246K Sell
6,554
-983
-13% -$33.3K 0.03% 233
2017
Q1 		$237K Buy
7,537
+1,021
+16% +$32.1K 0.03% 231
2016
Q4 		$205K Sell
6,516
-6,486
-50% -$180K 0.03% 238
2016
Q3 		$330K Buy
13,002
+38
+0.3% +$886 0.06% 158
2016
Q2 		$263K Buy
12,964
+43
+0.3% +$983 0.05% 169
2016
Q1 		$321K Buy
+12,921
New +$270K 0.06% 139

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 $3.37T AUM 44.26% 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

Choreo LLC's TEX Position: Q2 2026 in Review

Choreo LLC reduced its Terex (TEX) stake by 2.4% in Q2 2026, selling an estimated $7.25K and leaving 4,750 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Choreo LLC first reported a position in TEX in Q1 2016 and has held it in 13 quarters since. The position peaked at $437K in Q3 2025. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Choreo LLC held 4,750 shares of Terex worth $344K as of Q2 2026.
  • Choreo LLC sold 116 Terex shares in Q2 2026, an estimated $7.25K.
  • Terex made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1231 holding.
  • Choreo LLC first reported a position in Terex in Q1 2016 and has held it in 13 quarters since.
  • Choreo LLC's Terex position peaked at $437K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.