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Hillsdale Investment Management’s Terex TEX Stock Holding History

Hillsdale Investment 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
Q2 		$8.22M Buy
113,540
+13,400
+13% +$838K 0.19% 140
2026
Q1 		$5.92M Buy
100,140
+5,440
+6% +$337K 0.16% 151
2025
Q4 		$5.06M Buy
+94,700
New +$4.78M 0.14% 198
2022
Q2 		– Sell
-101,800
Closed -$3.63M – 613
2022
Q1 		$3.63M Sell
101,800
-600
-0.6% -$24.8K 0.23% 146
2021
Q4 		$4.5M Sell
102,400
-6,000
-6% -$269K 0.3% 119
2021
Q3 		$4.56M Hold
108,400
– – 0.35% 93
2021
Q2 		$5.16M Buy
108,400
+79,100
+270% +$3.84M 0.41% 70
2021
Q1 		$1.35M Buy
+29,300
New +$1.2M 0.11% 177

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

Hillsdale Investment Management's TEX Position: Q2 2026 in Review

Hillsdale Investment Management increased its Terex (TEX) stake by 13% in Q2 2026, buying an estimated $838K and bringing the position to 113,540 shares worth $8.22M. The position accounts for 0.19% of the portfolio, ranked #140.

Hillsdale Investment Management first reported a position in TEX in Q1 2021 and has held it in 8 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Hillsdale Investment Management held 113,540 shares of Terex worth $8.22M as of Q2 2026.
  • Hillsdale Investment Management bought 13,400 Terex shares in Q2 2026, an estimated $838K.
  • Terex made up 0.19% of Hillsdale Investment Management's portfolio in Q2 2026, its #140 holding.
  • Hillsdale Investment Management first reported a position in Terex in Q1 2021 and has held it in 8 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.