C
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
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% -$9.96K 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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return