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
Q2 		$309K Buy
4,274
+13
+0.3% +$813 ﹤0.01% 681
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 $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

Greenleaf Trust's TEX Position: Q2 2026 in Review

Greenleaf Trust increased its Terex (TEX) stake by 0.31% in Q2 2026, buying an estimated $813 and bringing the position to 4,274 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Greenleaf Trust first reported a position in TEX in Q1 2023 and has held it in 11 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Greenleaf Trust held 4,274 shares of Terex worth $309K as of Q2 2026.
  • Greenleaf Trust bought 13 Terex shares in Q2 2026, an estimated $813.
  • Terex made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #681 holding.
  • Greenleaf Trust first reported a position in Terex in Q1 2023 and has held it in 11 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.