HIM
TEX icon

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
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 $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

Hillsdale Investment Management's TEX Position: Q1 2026 in Review

Hillsdale Investment Management increased its Terex (TEX) stake by 5.7% in Q1 2026, buying an estimated $337K and bringing the position to 100,140 shares worth $5.92M. The position accounts for 0.16% of the portfolio, ranked #151.

Hillsdale Investment Management first reported a position in TEX in Q1 2021 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Hillsdale Investment Management held 100,140 shares of Terex worth $5.92M as of Q1 2026.
  • Hillsdale Investment Management bought 5,440 Terex shares in Q1 2026, an estimated $337K.
  • Terex made up 0.16% of Hillsdale Investment Management's portfolio in Q1 2026, its #151 holding.
  • Hillsdale Investment Management first reported a position in Terex in Q1 2021 and has held it in 7 quarters since.
  • 470 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.