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Edgestream Partners’s Terex TEX Stock Holding History

Edgestream 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
Q1 		– Sell
-127,602
Closed -$6.81M – 1107
2025
Q4 		$6.81M Buy
127,602
+75,604
+145% +$3.82M 0.19% 156
2025
Q3 		$2.67M Buy
51,998
+18,756
+56% +$955K 0.08% 447
2025
Q2 		$1.55M Buy
+33,242
New +$1.39M 0.04% 576
2025
Q1 		– Sell
-77,830
Closed -$3.6M – 1067
2024
Q4 		$3.6M Buy
77,830
+2,849
+4% +$149K 0.15% 254
2024
Q3 		$3.97M Buy
74,981
+6,083
+9% +$336K 0.17% 190
2024
Q2 		$3.78M Buy
68,898
+44,432
+182% +$2.64M 0.18% 182
2024
Q1 		$1.58M Sell
24,466
-6,642
-21% -$390K 0.08% 396
2023
Q4 		$1.79M Buy
31,108
+16,651
+115% +$861K 0.13% 270
2023
Q3 		$833K Buy
+14,457
New +$862K 0.07% 455
2023
Q2 		– Sell
-7,505
Closed -$363K – 912
2023
Q1 		$363K Buy
+7,505
New +$384K 0.04% 450
2022
Q2 		– Sell
-74,808
Closed -$2.67M – 629
2022
Q1 		$2.67M Sell
74,808
-75,502
-50% -$3.12M 0.21% 161
2021
Q4 		$6.61M Buy
150,310
+88,384
+143% +$3.97M 0.41% 58
2021
Q3 		$2.61M Sell
61,926
-129,516
-68% -$6.13M 0.16% 205
2021
Q2 		$9.12M Buy
191,442
+87,065
+83% +$4.23M 0.54% 52
2021
Q1 		$4.81M Buy
+104,377
New +$4.28M 0.27% 145
2019
Q1 		– Sell
-9,721
Closed -$268K – 291
2018
Q4 		$268K Buy
+9,721
New +$311K 0.05% 204
2018
Q2 		– Sell
-8,342
Closed -$312K – 292
2018
Q1 		$312K Buy
+8,342
New +$362K 0.06% 218

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

Edgestream Partners's TEX Position: Q1 2026 in Review

Edgestream Partners sold out of Terex (TEX) in Q1 2026, closing a stake of 127,602 shares — an estimated $6.81M sold.

Edgestream Partners first reported a position in TEX in Q1 2018 and held it in 17 quarters. The position peaked at $9.12M in Q2 2021. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Edgestream Partners reported no remaining Terex position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 127,602 Terex shares in Q1 2026, an estimated $6.81M.
  • Edgestream Partners first reported a position in Terex in Q1 2018 and held it in 17 quarters.
  • Edgestream Partners's Terex position peaked at $9.12M in Q2 2021.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.