Covestor
TEX icon

Covestor’s Terex TEX Stock Holding History

Covestor’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 		$39K Buy
734
+34
+5% +$2.16K 0.02% 868
2026
Q2 		$51K Sell
700
-511
-42% -$32K 0.03% 781
2026
Q1 		$72K Sell
1,211
-822
-40% -$50.9K 0.05% 467
2025
Q4 		$108K Sell
2,033
-126
-6% -$6.36K 0.06% 539
2025
Q3 		$111K Sell
2,159
-1,901
-47% -$96.8K 0.06% 521
2025
Q2 		$190K Buy
4,060
+582
+17% +$24.3K 0.11% 210
2025
Q1 		$131K Buy
3,478
+1,090
+46% +$47.6K 0.09% 329
2024
Q4 		$111K Buy
2,388
+151
+7% +$7.87K 0.07% 465
2024
Q3 		$119K Buy
2,237
+372
+20% +$20.6K 0.07% 418
2024
Q2 		$102K Sell
1,865
-168
-8% -$10K 0.07% 477
2024
Q1 		$131K Buy
2,033
+1,422
+233% +$83.4K 0.08% 352
2023
Q4 		$35K Buy
611
+426
+230% +$22K 0.02% 990
2023
Q3 		$11K Sell
185
-827
-82% -$49.3K 0.01% 1392
2023
Q2 		$60K Buy
1,012
+222
+28% +$11K 0.05% 709
2023
Q1 		$38K Sell
790
-637
-45% -$32.6K 0.03% 820
2022
Q4 		$61K Buy
1,427
+1,319
+1,221% +$53.1K 0.05% 647
2022
Q3 		$3K Sell
108
-26
-19% -$850 ﹤0.01% 1654
2022
Q2 		$4K Buy
134
+49
+58% +$1.63K ﹤0.01% 1496
2022
Q1 		$3K Buy
85
+22
+35% +$910 ﹤0.01% 1628
2021
Q4 		$3K Buy
+63
New +$2.83K ﹤0.01% 1496

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Covestor's TEX Position: Q3 2026 in Review

Covestor increased its Terex (TEX) stake by 4.9% in Q3 2026, buying an estimated $2.16K and bringing the position to 734 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #868.

Covestor first reported a position in TEX in Q4 2021 and has held it in 20 quarters since. The position peaked at $190K in Q2 2025. 347 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Covestor held 734 shares of Terex worth $39K as of Q3 2026.
  • Covestor bought 34 Terex shares in Q3 2026, an estimated $2.16K.
  • Terex made up 0.02% of Covestor's portfolio in Q3 2026, its #868 holding.
  • Covestor first reported a position in Terex in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Terex position peaked at $190K in Q2 2025.
  • 347 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.