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Easterly Investment Partners’s Terex TEX Stock Holding History

Easterly Investment Partners’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 		$21.3M Buy
294,326
+273,352
+1,303% +$17.1M 1.08% 16
2026
Q1 		$1.21M Sell
20,974
-10,514
-33% -$651K 0.09% 110
2025
Q4 		$1.68M Sell
31,488
-708
-2% -$35.8K 0.1% 130
2025
Q3 		$1.65M Hold
32,196
– – 0.11% 129
2025
Q2 		$1.5M Sell
32,196
-1,490
-4% -$62.3K 0.11% 127
2025
Q1 		$1.27M Buy
33,686
+10,000
+42% +$437K 0.11% 127
2024
Q4 		$1.09M Sell
23,686
-8,804
-27% -$459K 0.09% 142
2024
Q3 		$1.72M Buy
32,490
+5,123
+19% +$283K 0.14% 130
2024
Q2 		$1.5M Sell
27,367
-12,061
-31% -$715K 0.13% 128
2024
Q1 		$2.54M Sell
39,428
-52
-0.1% -$3.05K 0.19% 108
2023
Q4 		$2.27M Hold
39,480
– – 0.24% 94
2023
Q3 		$2.27M Sell
39,480
-22,305
-36% -$1.33M 0.25% 91
2023
Q2 		$3.7M Buy
61,785
+11,289
+22% +$560K 0.33% 84
2023
Q1 		$2.44M Sell
50,496
-1,500
-3% -$76.7K 0.22% 101
2022
Q4 		$2.22M Hold
51,996
– – 0.19% 100
2022
Q3 		$1.55M Hold
51,996
– – 0.15% 116
2022
Q2 		$1.42M Buy
+51,996
New +$1.73M 0.13% 120

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

Easterly Investment Partners's TEX Position: Q2 2026 in Review

Easterly Investment Partners increased its Terex (TEX) stake by 1,303% in Q2 2026, buying an estimated $17.1M and bringing the position to 294,326 shares worth $21.3M. The position accounts for 1.08% of the portfolio, ranked #16.

Easterly Investment Partners first reported a position in TEX in Q2 2022 and has held it in 17 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Easterly Investment Partners held 294,326 shares of Terex worth $21.3M as of Q2 2026.
  • Easterly Investment Partners bought 273,352 Terex shares in Q2 2026, an estimated $17.1M.
  • Terex made up 1.08% of Easterly Investment Partners's portfolio in Q2 2026, its #16 holding.
  • Easterly Investment Partners first reported a position in Terex in Q2 2022 and has held it in 17 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.