$TEX icon$

Empowered Funds’s Terex TEX Stock Holding History

Empowered Funds’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	$315K	Buy	+5,324	New	+$330K	﹤0.01%	1805
2025 Q2	–	Sell	-54,193	Closed	-$2.05M	–	1853
2025 Q1	$2.05M	Sell	54,193 -145,401	-73%	-$6.35M	0.03%	734
2024 Q4	$9.23M	Buy	199,594 +23,429	+13%	+$1.22M	0.13%	173
2024 Q3	$9.32M	Buy	176,165 +763	+0.4%	+$42.2K	0.15%	165
2024 Q2	$9.62M	Buy	175,402 +20,691	+13%	+$1.23M	0.17%	132
2024 Q1	$9.96M	Buy	154,711 +43,823	+40%	+$2.57M	0.18%	122
2023 Q4	$6.37M	Sell	110,888 -34,380	-24%	-$1.78M	0.16%	166
2023 Q3	$8.37M	Buy	145,268 +62,303	+75%	+$3.71M	0.25%	68
2023 Q2	$4.96M	Buy	+82,965	New	+$4.12M	0.17%	131

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Empowered Funds's TEX Position: Q1 2026 in Review

Empowered Funds opened a new position in Terex (TEX) in Q1 2026: 5,324 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #1805 among its holdings. This is a return to the name: Empowered Funds previously reported a position in TEX as recently as Q1 2025.

Empowered Funds first reported a position in TEX in Q2 2023 and has held it in 9 quarters since. The position peaked at $9.96M in Q1 2024. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

Empowered Funds held 5,324 shares of Terex worth $315K as of Q1 2026.
Terex was a new Empowered Funds position in Q1 2026.
Terex made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1805 holding.
Empowered Funds first reported a position in Terex in Q2 2023 and has held it in 9 quarters since.
Empowered Funds's Terex position peaked at $9.96M in Q1 2024.
469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.