EI
TEX icon

Ethic Inc’s Terex TEX Stock Holding History

Ethic Inc’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 		$598K Sell
8,265
-677
-8% -$42.3K 0.01% 886
2026
Q1 		$528K Buy
8,942
+2,022
+29% +$125K 0.01% 859
2025
Q4 		$369K Sell
6,920
-4,872
-41% -$246K 0.01% 938
2025
Q3 		$605K Buy
11,792
+1,657
+16% +$84.4K 0.01% 775
2025
Q2 		$482K Sell
10,135
-237
-2% -$9.91K 0.01% 825
2025
Q1 		$395K Sell
10,372
-591
-5% -$25.8K 0.01% 866
2024
Q4 		$507K Buy
10,963
+610
+6% +$31.8K 0.01% 799
2024
Q3 		$667K Sell
10,353
-2,758
-21% -$152K 0.02% 688
2024
Q2 		$719K Buy
13,111
+2,758
+27% +$164K 0.02% 662
2024
Q1 		$667K Sell
10,353
-39
-0.4% -$2.29K 0.02% 688
2023
Q4 		$597K Sell
10,392
-1,520
-13% -$78.6K 0.02% 680
2023
Q3 		$686K Buy
11,912
+7,339
+160% +$437K 0.02% 582
2023
Q2 		$274K Buy
+4,573
New +$227K 0.01% 817

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ethic Inc's TEX Position: Q2 2026 in Review

Ethic Inc reduced its Terex (TEX) stake by 7.6% in Q2 2026, selling an estimated $42.3K and leaving 8,265 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #886.

Ethic Inc first reported a position in TEX in Q2 2023 and has held it in 13 quarters since. The position peaked at $719K in Q2 2024. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Ethic Inc held 8,265 shares of Terex worth $598K as of Q2 2026.
  • Ethic Inc sold 677 Terex shares in Q2 2026, an estimated $42.3K.
  • Terex made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #886 holding.
  • Ethic Inc first reported a position in Terex in Q2 2023 and has held it in 13 quarters since.
  • Ethic Inc's Terex position peaked at $719K in Q2 2024.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.