$TEX icon$

Greenwich Wealth Management’s Terex TEX Stock Holding History

Greenwich Wealth Management’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	$3.68M	Buy	62,282 +6	+0%	+$372	0.15%	80
2025 Q4	$3.32M	Sell	62,276 -138	-0.2%	-$6.97K	0.15%	83
2025 Q3	$3.2M	Sell	62,414 -907	-1%	-$46.2K	0.16%	81
2025 Q2	$2.96M	Buy	63,321 +397	+0.6%	+$16.6K	0.14%	70
2025 Q1	$2.38M	Buy	62,924 +486	+0.8%	+$21.2K	0.18%	65
2024 Q4	$2.89M	Buy	62,438 +67	+0.1%	+$3.49K	0.2%	58
2024 Q3	$3.3M	Buy	62,371 +181	+0.3%	+$10K	0.22%	51
2024 Q2	$3.41M	Sell	62,190 -84	-0.1%	-$4.98K	0.25%	48
2024 Q1	$4.01M	Buy	62,274 +604	+1%	+$35.4K	0.32%	45
2023 Q4	$3.54M	Buy	61,670 +209	+0.3%	+$10.8K	0.35%	43
2023 Q3	$3.54M	Sell	61,461 -322	-0.5%	-$19.2K	0.37%	42
2023 Q2	$3.7M	Buy	61,783 +38	+0.1%	+$1.89K	0.39%	44
2023 Q1	$2.99M	Sell	61,745 -289	-0.5%	-$14.8K	0.33%	48
2022 Q4	$2.65M	Buy	62,034 +657	+1%	+$26.5K	0.29%	53
2022 Q3	$1.82M	Sell	61,377 -1	-0%	-$33	0.19%	74
2022 Q2	$1.68M	Buy	61,378 +1	+0%	+$33	0.22%	79
2022 Q1	$2.19M	Hold	61,377	–	–	0.22%	70
2021 Q4	$2.7M	Buy	61,377 +1	+0%	+$45	0.22%	57
2021 Q3	$2.58M	Hold	61,376	–	–	0.22%	58
2021 Q2	$2.92M	Hold	61,376	–	–	0.25%	52
2021 Q1	$2.83M	Sell	61,376 -1	-0%	-$41	0.23%	50
2020 Q4	$2.14M	Hold	61,377	–	–	0.19%	64
2020 Q3	$1.19M	Buy	61,377 +1	+0%	+$20	0.21%	77
2020 Q2	$1.15M	Hold	61,376	–	–	0.22%	79
2020 Q1	$881K	Hold	61,376	–	–	0.19%	80
2019 Q4	$1.83M	Hold	61,376	–	–	0.37%	59
2019 Q3	$1.59M	Sell	61,376 -1	-0%	-$27	0.31%	64
2019 Q2	$1.93M	Hold	61,377	–	–	0.33%	54
2019 Q1	$1.97M	Hold	61,377	–	–	0.35%	53
2018 Q4	$1.69M	Hold	61,377	–	–	0.34%	53
2018 Q3	$2.45M	Hold	61,377	–	–	0.43%	46
2018 Q2	$2.59M	Sell	61,377 -156	-0.3%	-$6.19K	0.46%	42
2018 Q1	$2.3M	Hold	61,533	–	–	0.36%	46
2017 Q4	$2.97M	Sell	61,533 -1	-0%	-$46	0.5%	38
2017 Q3	$2.77M	Sell	61,534 -7,345	-11%	-$291K	0.48%	39
2017 Q2	$2.58M	Hold	68,879	–	–	0.43%	50
2017 Q1	$2.16M	Buy	68,879 +159	+0.2%	+$5K	0.29%	54
2016 Q4	$2.17M	Hold	68,720	–	–	0.27%	56
2016 Q3	$1.75M	Hold	68,720	–	–	0.31%	61
2016 Q2	$1.4M	Hold	68,720	–	–	0.34%	63
2016 Q1	$1.71M	Sell	68,720 -24,480	-26%	-$512K	0.44%	53
2015 Q4	$1.72M	Hold	93,200	–	–	0.42%	53
2015 Q3	$1.67M	Sell	93,200 -106,800	-53%	-$2.33M	0.4%	67
2015 Q2	$4.65M	Hold	200,000	–	–	0.59%	59
2015 Q1	$5.32M	Hold	200,000	–	–	0.6%	53
2014 Q4	$5.58M	Hold	200,000	–	–	0.37%	60
2014 Q3	$6.35M	Hold	200,000	–	–	0.43%	61
2014 Q2	$8.22M	Hold	200,000	–	–	0.55%	52
2014 Q1	$8.86M	Hold	200,000	–	–	0.62%	46
2013 Q4	$8.4M	Hold	200,000	–	–	0.85%	46
2013 Q3	$6.72M	Hold	200,000	–	–	0.48%	53
2013 Q2	$5.26M	Buy	+200,000	New	+$6.18M	0.39%	62

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Greenwich Wealth Management's TEX Position: Q1 2026 in Review

Greenwich Wealth Management increased its Terex (TEX) stake by 0.01% in Q1 2026, buying an estimated $372 and bringing the position to 62,282 shares worth $3.68M. The position accounts for 0.15% of the portfolio, ranked #80.

Greenwich Wealth Management first reported a position in TEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.86M in Q1 2014. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

Greenwich Wealth Management held 62,282 shares of Terex worth $3.68M as of Q1 2026.
Greenwich Wealth Management bought 6 Terex shares in Q1 2026, an estimated $372.
Terex made up 0.15% of Greenwich Wealth Management's portfolio in Q1 2026, its #80 holding.
Greenwich Wealth Management first reported a position in Terex in Q2 2013 and has held it in 52 quarters since.
Greenwich Wealth Management's Terex position peaked at $8.86M in Q1 2014.
469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.