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D.A. Davidson & Co’s Terex TEX Stock Holding History

D.A. Davidson & Co’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 		$257K Buy
+4,354
New +$270K ﹤0.01% 1403
2024
Q4 		– Sell
-5,195
Closed -$275K – 1472
2024
Q3 		$275K Hold
5,195
– – ﹤0.01% 1213
2024
Q2 		$285K Sell
5,195
-49,450
-90% -$2.93M ﹤0.01% 1185
2024
Q1 		$3.52M Sell
54,645
-130
-0.2% -$7.62K 0.03% 382
2023
Q4 		$3.15M Hold
54,775
– – 0.03% 382
2023
Q3 		$3.16M Buy
54,775
+2,930
+6% +$175K 0.03% 358
2023
Q2 		$3.1M Buy
51,845
+7,300
+16% +$362K 0.03% 371
2023
Q1 		$2.13M Buy
+44,545
New +$2.28M 0.02% 455
2017
Q3 		– Sell
-3,100
Closed -$116K – 1898
2017
Q2 		$116K Hold
3,100
– – ﹤0.01% 1209
2017
Q1 		$97K Hold
3,100
– – ﹤0.01% 1263
2016
Q4 		$97K Hold
3,100
– – ﹤0.01% 1321
2016
Q3 		$78K Buy
3,100
+3,000
+3,000% +$69.9K ﹤0.01% 1327
2016
Q2 		$2K Buy
+100
New +$2.29K ﹤0.01% 2251
2015
Q2 		– Sell
-1,100
Closed -$29K – 2290
2015
Q1 		$29K Sell
1,100
-1,575
-59% -$39.8K ﹤0.01% 1584
2014
Q4 		$74K Sell
2,675
-930
-26% -$26.6K ﹤0.01% 1276
2014
Q3 		$114K Buy
3,605
+30
+0.8% +$1.1K ﹤0.01% 1060
2014
Q2 		$146K Hold
3,575
– – ﹤0.01% 1002
2014
Q1 		$158K Sell
3,575
-2,700
-43% -$113K 0.01% 962
2013
Q4 		$263K Buy
6,275
+2,000
+47% +$72.5K 0.01% 750
2013
Q3 		$143K Hold
4,275
– – 0.01% 793
2013
Q2 		$112K Buy
+4,275
New +$132K 0.01% 838

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

D.A. Davidson & Co's TEX Position: Q1 2026 in Review

D.A. Davidson & Co opened a new position in Terex (TEX) in Q1 2026: 4,354 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1403 among its holdings. This is a return to the name: D.A. Davidson & Co previously reported a position in TEX as recently as Q3 2024.

D.A. Davidson & Co first reported a position in TEX in Q2 2013 and has held it in 21 quarters since. The position peaked at $3.52M in Q1 2024. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • D.A. Davidson & Co held 4,354 shares of Terex worth $257K as of Q1 2026.
  • Terex was a new D.A. Davidson & Co position in Q1 2026.
  • Terex made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1403 holding.
  • D.A. Davidson & Co first reported a position in Terex in Q2 2013 and has held it in 21 quarters since.
  • D.A. Davidson & Co's Terex position peaked at $3.52M in Q1 2024.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.