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Contravisory Investment Management’s Terex TEX Stock Holding History

Contravisory Investment Management’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 		$9.88M Buy
136,535
+131,735
+2,744% +$8.24M 1.75% 19
2026
Q1 		$284K Buy
+4,800
New +$297K 0.06% 179
2022
Q1 		– Sell
-3,498
Closed -$154K – 377
2021
Q4 		$154K Hold
3,498
– – 0.04% 200
2021
Q3 		$147K Buy
+3,498
New +$166K 0.04% 196

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

Contravisory Investment Management's TEX Position: Q2 2026 in Review

Contravisory Investment Management increased its Terex (TEX) stake by 2,744% in Q2 2026, buying an estimated $8.24M and bringing the position to 136,535 shares worth $9.88M. The position accounts for 1.75% of the portfolio, ranked #19.

Contravisory Investment Management first reported a position in TEX in Q3 2021 and has held it in 4 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Contravisory Investment Management held 136,535 shares of Terex worth $9.88M as of Q2 2026.
  • Contravisory Investment Management bought 131,735 Terex shares in Q2 2026, an estimated $8.24M.
  • Terex made up 1.75% of Contravisory Investment Management's portfolio in Q2 2026, its #19 holding.
  • Contravisory Investment Management first reported a position in Terex in Q3 2021 and has held it in 4 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.