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Freestone Grove Partners’s Terex TEX Stock Holding History

Freestone Grove Partners’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 		$62.7M Buy
1,060,317
+550,085
+108% +$34.1M 0.44% 57
2025
Q4 		$27.2M Buy
+510,232
New +$25.8M 0.2% 169
2025
Q2 		– Sell
-12,850
Closed -$485K – 851
2025
Q1 		$485K Buy
+12,850
New +$561K 0.01% 414

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Freestone Grove Partners's TEX Position: Q1 2026 in Review

Freestone Grove Partners increased its Terex (TEX) stake by 108% in Q1 2026, buying an estimated $34.1M and bringing the position to 1,060,317 shares worth $62.7M. The position accounts for 0.44% of the portfolio, ranked #57.

Freestone Grove Partners first reported a position in TEX in Q1 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Freestone Grove Partners held 1,060,317 shares of Terex worth $62.7M as of Q1 2026.
  • Freestone Grove Partners bought 550,085 Terex shares in Q1 2026, an estimated $34.1M.
  • Terex made up 0.44% of Freestone Grove Partners's portfolio in Q1 2026, its #57 holding.
  • Freestone Grove Partners first reported a position in Terex in Q1 2025 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.