$TEX icon$

Emerald Mutual Fund Advisers Trust’s Terex TEX Stock Holding History

Emerald Mutual Fund Advisers Trust’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	$25.8M	Buy	+356,029	New	+$22.3M	0.91%	40

Other funds holding TEX

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's TEX Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust opened a new position in Terex (TEX) in Q2 2026: 356,029 shares worth $25.8M. The stake represents 0.91% of the portfolio and ranks #40 among its holdings.

181 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Emerald Mutual Fund Advisers Trust held 356,029 shares of Terex worth $25.8M as of Q2 2026.
Terex was a new Emerald Mutual Fund Advisers Trust position in Q2 2026.
Terex made up 0.91% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #40 holding.
181 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.