$TEX icon$

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 Q2	$405K	Buy	5,588 +264	+5%	+$16.5K	﹤0.01%	1754
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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Empowered Funds's TEX Position: Q2 2026 in Review

Empowered Funds increased its Terex (TEX) stake by 5% in Q2 2026, buying an estimated $16.5K and bringing the position to 5,588 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Empowered Funds first reported a position in TEX in Q2 2023 and has held it in 10 quarters since. The position peaked at $9.96M in Q1 2024. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Empowered Funds held 5,588 shares of Terex worth $405K as of Q2 2026.
Empowered Funds bought 264 Terex shares in Q2 2026, an estimated $16.5K.
Terex made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1754 holding.
Empowered Funds first reported a position in Terex in Q2 2023 and has held it in 10 quarters since.
Empowered Funds's Terex position peaked at $9.96M in Q1 2024.
483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.