CoreCap Advisors
TEX icon

CoreCap Advisors’s Terex TEX Stock Holding History

CoreCap 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
Q3 		– Sell
-1,958
Closed -$142K – 3342
2026
Q2 		$142K Buy
1,958
+1,955
+65,167% +$122K ﹤0.01% 987
2026
Q1 		$177 Sell
3
-397
-99% -$24.6K ﹤0.01% 2771
2025
Q4 		$21.4K Buy
+400
New +$20.2K ﹤0.01% 1651
2025
Q2 		– Sell
-7
Closed -$264 – 3221
2025
Q1 		$264 Buy
7
+2
+40% +$87 ﹤0.01% 2853
2024
Q4 		$231 Hold
5
– – ﹤0.01% 2710
2024
Q3 		$265 Buy
+5
New +$276 ﹤0.01% 2452

Other funds holding TEX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

CoreCap Advisors's TEX Position: Q3 2026 in Review

CoreCap Advisors sold out of Terex (TEX) in Q3 2026, closing a stake of 1,958 shares — an estimated $142K sold.

CoreCap Advisors first reported a position in TEX in Q3 2024 and held it in 6 quarters. The position peaked at $142K in Q2 2026. 182 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • CoreCap Advisors reported no remaining Terex position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 1,958 Terex shares in Q3 2026, an estimated $142K.
  • CoreCap Advisors first reported a position in Terex in Q3 2024 and held it in 6 quarters.
  • CoreCap Advisors's Terex position peaked at $142K in Q2 2026.
  • 182 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.