CA
TEX icon

CSM Advisors’s Terex TEX Stock Holding History

CSM 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
Q2 		$11.5M Sell
158,690
-77,068
-33% -$4.82M 0.25% 103
2026
Q1 		$13.9M Buy
235,758
+108,218
+85% +$6.7M 0.34% 78
2025
Q4 		$6.81M Buy
127,540
+34,143
+37% +$1.72M 0.19% 120
2025
Q3 		$4.79M Buy
93,397
+11,185
+14% +$570K 0.13% 178
2025
Q2 		$3.84M Buy
+82,212
New +$3.44M 0.11% 218

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

CSM Advisors's TEX Position: Q2 2026 in Review

CSM Advisors reduced its Terex (TEX) stake by 33% in Q2 2026, selling an estimated $4.82M and leaving 158,690 shares worth $11.5M. The position accounts for 0.25% of the portfolio, ranked #103.

CSM Advisors first reported a position in TEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.9M in Q1 2026. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • CSM Advisors held 158,690 shares of Terex worth $11.5M as of Q2 2026.
  • CSM Advisors sold 77,068 Terex shares in Q2 2026, an estimated $4.82M.
  • Terex made up 0.25% of CSM Advisors's portfolio in Q2 2026, its #103 holding.
  • CSM Advisors first reported a position in Terex in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Terex position peaked at $13.9M in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.