Envestnet Asset Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.44M | Buy |
58,187
+39,809
| +217% | +$2.47M | ﹤0.01% | 2613 |
|
|
2025
Q4 | $981K | Sell |
18,378
-6,979
| -28% | -$352K | ﹤0.01% | 3283 |
|
|
2025
Q3 | $1.3M | Buy |
25,357
+2,761
| +12% | +$141K | ﹤0.01% | 3180 |
|
|
2025
Q2 | $1.06M | Sell |
22,596
-1,193
| -5% | -$49.9K | ﹤0.01% | 3253 |
|
|
2025
Q1 | $899K | Sell |
23,789
-12,882
| -35% | -$562K | ﹤0.01% | 3276 |
|
|
2024
Q4 | $1.69M | Buy |
36,671
+237
| +0.7% | +$12.4K | ﹤0.01% | 2805 |
|
|
2024
Q3 | $1.93M | Sell |
36,434
-63,974
| -64% | -$3.54M | ﹤0.01% | 2681 |
|
|
2024
Q2 | $5.51M | Buy |
100,408
+9,530
| +10% | +$565K | ﹤0.01% | 1960 |
|
|
2024
Q1 | $5.85M | Buy |
90,878
+6,693
| +8% | +$393K | ﹤0.01% | 1873 |
|
|
2023
Q4 | $4.84M | Sell |
84,185
-8,670
| -9% | -$448K | ﹤0.01% | 1915 |
|
|
2023
Q3 | $5.35M | Buy |
92,855
+27,074
| +41% | +$1.61M | ﹤0.01% | 1747 |
|
|
2023
Q2 | $3.94M | Sell |
65,781
-273,048
| -81% | -$13.5M | ﹤0.01% | 1846 |
|
|
2023
Q1 | $2.99M | Buy |
338,829
+318,846
| +1,596% | +$16.3M | ﹤0.01% | 1942 |
|
|
2022
Q4 | $854K | Buy |
19,983
+3,996
| +25% | +$161K | ﹤0.01% | 2763 |
|
|
2022
Q3 | $475K | Buy |
15,987
+1,997
| +14% | +$65.3K | ﹤0.01% | 3054 |
|
|
2022
Q2 | $383K | Buy |
13,990
+151
| +1% | +$5.03K | ﹤0.01% | 3211 |
|
|
2022
Q1 | $493K | Sell |
13,839
-731
| -5% | -$30.2K | ﹤0.01% | 3131 |
|
|
2021
Q4 | $640K | Buy |
14,570
+3,399
| +30% | +$153K | ﹤0.01% | 2917 |
|
|
2021
Q3 | $470K | Buy |
11,171
+4,160
| +59% | +$197K | ﹤0.01% | 2995 |
|
|
2021
Q2 | $334K | Sell |
7,011
-1,686
| -19% | -$81.9K | ﹤0.01% | 3225 |
|
|
2021
Q1 | $401K | Sell |
8,697
-2,336
| -21% | -$95.8K | ﹤0.01% | 2975 |
|
|
2020
Q4 | $385K | Sell |
11,033
-568
| -5% | -$16.8K | ﹤0.01% | 2790 |
|
|
2020
Q3 | $225K | Buy |
+11,601
| New | +$227K | ﹤0.01% | 2865 |
|
|
2020
Q2 | – | Sell |
-18,794
| Closed | -$270K | – | 3170 |
|
|
2020
Q1 | $270K | Buy |
18,794
+620
| +3% | +$14K | ﹤0.01% | 2597 |
|
|
2019
Q4 | $541K | Buy |
18,174
+6,473
| +55% | +$182K | ﹤0.01% | 2411 |
|
|
2019
Q3 | $304K | Sell |
11,701
-13,282
| -53% | -$365K | ﹤0.01% | 2663 |
|
|
2019
Q2 | $784K | Buy |
24,983
+1,565
| +7% | +$48K | ﹤0.01% | 2106 |
|
|
2019
Q1 | $752K | Buy |
23,418
+6,370
| +37% | +$202K | ﹤0.01% | 2072 |
|
|
2018
Q4 | $470K | Buy |
+17,048
| New | +$545K | ﹤0.01% | 2188 |
|
|
2018
Q3 | – | Sell |
-3,331
| Closed | -$141K | – | 2475 |
|
|
2018
Q2 | $141K | Buy |
3,331
+132
| +4% | +$5.24K | ﹤0.01% | 1844 |
|
|
2018
Q1 | $120K | Buy |
3,199
+701
| +28% | +$30.4K | ﹤0.01% | 1845 |
|
|
2017
Q4 | $121K | Sell |
2,498
-96
| -4% | -$4.42K | ﹤0.01% | 2041 |
|
|
2017
Q3 | $117K | Sell |
2,594
-73
| -3% | -$2.89K | ﹤0.01% | 2032 |
|
|
2017
Q2 | $100K | Sell |
2,667
-673
| -20% | -$22.8K | ﹤0.01% | 2137 |
|
|
2017
Q1 | $104K | Sell |
3,340
-3,345
| -50% | -$105K | ﹤0.01% | 2173 |
|
|
2016
Q4 | $212K | Buy |
6,685
+1,111
| +20% | +$30.8K | ﹤0.01% | 1871 |
|
|
2016
Q3 | $142K | Buy |
5,574
+395
| +8% | +$9.21K | ﹤0.01% | 2179 |
|
|
2016
Q2 | $105K | Sell |
5,179
-241
| -4% | -$5.51K | ﹤0.01% | 2410 |
|
|
2016
Q1 | $135K | Sell |
5,420
-4,140
| -43% | -$86.7K | ﹤0.01% | 2270 |
|
|
2015
Q4 | $177K | Sell |
9,560
-1,364
| -12% | -$27K | ﹤0.01% | 2093 |
|
|
2015
Q3 | $196K | Buy |
10,924
+558
| +5% | +$12.2K | ﹤0.01% | 2012 |
|
|
2015
Q2 | $241K | Buy |
10,366
+173
| +2% | +$4.56K | ﹤0.01% | 2047 |
|
|
2015
Q1 | $271K | Buy |
10,193
+9,807
| +2,541% | +$248K | ﹤0.01% | 1825 |
|
|
2014
Q4 | $11K | Buy |
386
+23
| +6% | +$658 | ﹤0.01% | 1939 |
|
|
2014
Q3 | $12K | Sell |
363
-324
| -47% | -$11.8K | ﹤0.01% | 2058 |
|
|
2014
Q2 | $28K | Buy |
687
+166
| +32% | +$6.75K | ﹤0.01% | 1652 |
|
|
2014
Q1 | $23K | Buy |
521
+131
| +34% | +$5.5K | ﹤0.01% | 1614 |
|
|
2013
Q4 | $16K | Buy |
390
+263
| +207% | +$9.53K | ﹤0.01% | 1580 |
|
|
2013
Q3 | $4K | Sell |
127
-349
| -73% | -$10.6K | ﹤0.01% | 1999 |
|
|
2013
Q2 | $13K | Buy |
+476
| New | +$14.7K | ﹤0.01% | 1577 |
|
Other funds holding TEX
VPM
VCM
Envestnet Asset Management's TEX Position: Q1 2026 in Review
Envestnet Asset Management increased its Terex (TEX) stake by 217% in Q1 2026, buying an estimated $2.47M and bringing the position to 58,187 shares worth $3.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2613.
Envestnet Asset Management first reported a position in TEX in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.85M in Q1 2024. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.
- Envestnet Asset Management held 58,187 shares of Terex worth $3.44M as of Q1 2026.
- Envestnet Asset Management bought 39,809 Terex shares in Q1 2026, an estimated $2.47M.
- Terex made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2613 holding.
- Envestnet Asset Management first reported a position in Terex in Q2 2013 and has held it in 50 quarters since.
- Envestnet Asset Management's Terex position peaked at $5.85M in Q1 2024.
- 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.