GT
TEX icon

Greenleaf Trust’s Terex TEX Stock Holding History

Greenleaf Trust’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 		$252K Buy
4,261
+57
+1% +$3.53K ﹤0.01% 710
2025
Q4 		$224K Sell
4,204
-92
-2% -$4.65K ﹤0.01% 759
2025
Q3 		$220K Buy
+4,296
New +$219K ﹤0.01% 749
2024
Q4 		– Sell
-4,203
Closed -$222K – 857
2024
Q3 		$222K Buy
4,203
+286
+7% +$15.8K ﹤0.01% 768
2024
Q2 		$215K Buy
3,917
+2
+0.1% +$119 ﹤0.01% 740
2024
Q1 		$252K Hold
3,915
– – ﹤0.01% 663
2023
Q4 		$225K Sell
3,915
-7
-0.2% -$362 ﹤0.01% 687
2023
Q3 		$226K Sell
3,922
-318
-8% -$19K ﹤0.01% 670
2023
Q2 		$254K Buy
4,240
+12
+0.3% +$595 ﹤0.01% 645
2023
Q1 		$205K Buy
+4,228
New +$216K ﹤0.01% 728

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

Greenleaf Trust's TEX Position: Q1 2026 in Review

Greenleaf Trust increased its Terex (TEX) stake by 1.4% in Q1 2026, buying an estimated $3.53K and bringing the position to 4,261 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Greenleaf Trust first reported a position in TEX in Q1 2023 and has held it in 10 quarters since. The position peaked at $254K in Q2 2023. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Greenleaf Trust held 4,261 shares of Terex worth $252K as of Q1 2026.
  • Greenleaf Trust bought 57 Terex shares in Q1 2026, an estimated $3.53K.
  • Terex made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #710 holding.
  • Greenleaf Trust first reported a position in Terex in Q1 2023 and has held it in 10 quarters since.
  • Greenleaf Trust's Terex position peaked at $254K in Q2 2023.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.