GLA
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Great Lakes Advisors’s Terex TEX Stock Holding History

Great Lakes Advisors’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 		$4.3M Sell
59,458
-53,670
-47% -$3.36M 0.03% 266
2026
Q1 		$6.69M Buy
113,128
+58,499
+107% +$3.62M 0.06% 185
2025
Q4 		$2.92M Buy
54,629
+3,211
+6% +$162K 0.02% 349
2025
Q3 		$2.64M Sell
51,418
-3,753
-7% -$191K 0.02% 383
2025
Q2 		$2.58M Sell
55,171
-1,827
-3% -$76.4K 0.02% 404
2025
Q1 		$2.15M Sell
56,998
-12,043
-17% -$526K 0.02% 423
2024
Q4 		$3.19M Sell
69,041
-10,717
-13% -$559K 0.03% 415
2024
Q3 		$4.22M Sell
79,758
-123,765
-61% -$6.84M 0.04% 376
2024
Q2 		$11.2M Sell
203,523
-14,294
-7% -$848K 0.1% 189
2024
Q1 		$14M Buy
217,817
+3,924
+2% +$230K 0.12% 169
2023
Q4 		$12.3M Buy
213,893
+83,908
+65% +$4.34M 0.12% 182
2023
Q3 		$7.49M Sell
129,985
-1,283
-1% -$76.5K 0.07% 241
2023
Q2 		$7.85M Buy
131,268
+2,437
+2% +$121K 0.08% 238
2023
Q1 		$6.23M Sell
128,831
-6,188
-5% -$316K 0.06% 318
2022
Q4 		$5.77M Sell
135,019
-78
-0.1% -$3.14K 0.33% 100
2022
Q3 		$4.02M Sell
135,097
-1,883
-1% -$61.6K 0.09% 248
2022
Q2 		$3.75M Buy
+136,980
New +$4.56M 0.07% 272

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 $3.38T AUM 44.17% 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

Great Lakes Advisors's TEX Position: Q2 2026 in Review

Great Lakes Advisors reduced its Terex (TEX) stake by 47% in Q2 2026, selling an estimated $3.36M and leaving 59,458 shares worth $4.3M. The position accounts for 0.03% of the portfolio, ranked #266.

Great Lakes Advisors first reported a position in TEX in Q2 2022 and has held it in 17 quarters since. The position peaked at $14M in Q1 2024. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Great Lakes Advisors held 59,458 shares of Terex worth $4.3M as of Q2 2026.
  • Great Lakes Advisors sold 53,670 Terex shares in Q2 2026, an estimated $3.36M.
  • Terex made up 0.03% of Great Lakes Advisors's portfolio in Q2 2026, its #266 holding.
  • Great Lakes Advisors first reported a position in Terex in Q2 2022 and has held it in 17 quarters since.
  • Great Lakes Advisors's Terex position peaked at $14M in Q1 2024.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.