$TEX icon$

Corient IA’s Terex TEX Stock Holding History

Corient IA’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	$573K	Hold	7,915	–	–	0.53%	53
2026 Q1	$468K	Buy	+7,915	New	+$490K	0.44%	65

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Corient IA's TEX Position: Q2 2026 in Review

Corient IA held its Terex (TEX) position steady in Q2 2026 at 7,915 shares worth $573K. The position accounts for 0.53% of the portfolio, ranked #53.

Corient IA first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Corient IA held 7,915 shares of Terex worth $573K as of Q2 2026.
Corient IA left its Terex share count unchanged in Q2 2026.
Terex made up 0.53% of Corient IA's portfolio in Q2 2026, its #53 holding.
Corient IA first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.