Edgestream Partners
TEX icon

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
Q3 		$367K Buy
+6,982
New +$445K 0.01% 824
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 $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Edgestream Partners's TEX Position: Q3 2026 in Review

Edgestream Partners opened a new position in Terex (TEX) in Q3 2026: 6,982 shares worth $367K. The stake represents 0.01% of the portfolio and ranks #824 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in TEX as recently as Q4 2025.

Edgestream Partners first reported a position in TEX in Q1 2018 and has held it in 18 quarters since. The position peaked at $9.12M in Q2 2021. 265 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Edgestream Partners held 6,982 shares of Terex worth $367K as of Q3 2026.
  • Terex was a new Edgestream Partners position in Q3 2026.
  • Terex made up 0.01% of Edgestream Partners's portfolio in Q3 2026, its #824 holding.
  • Edgestream Partners first reported a position in Terex in Q1 2018 and has held it in 18 quarters since.
  • Edgestream Partners's Terex position peaked at $9.12M in Q2 2021.
  • 265 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Edgestream Partners's 13F filing for Q3 2026, filed 10 Nov 2026.