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
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% -$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 $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

Covestor's TEX Position: Q2 2026 in Review

Covestor reduced its Terex (TEX) stake by 42% in Q2 2026, selling an estimated $32K and leaving 700 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #781.

Covestor first reported a position in TEX in Q4 2021 and has held it in 19 quarters since. The position peaked at $190K in Q2 2025. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Covestor held 700 shares of Terex worth $51K as of Q2 2026.
  • Covestor sold 511 Terex shares in Q2 2026, an estimated $32K.
  • Terex made up 0.03% of Covestor's portfolio in Q2 2026, its #781 holding.
  • Covestor first reported a position in Terex in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Terex position peaked at $190K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.