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IEQ Capital’s Terex TEX Stock Holding History

IEQ Capital’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 		$3.22M Buy
54,427
+49,446
+993% +$3.06M 0.01% 622
2025
Q4 		$266K Sell
4,981
-2,605
-34% -$132K ﹤0.01% 1584
2025
Q3 		$389K Sell
7,586
-6,339
-46% -$323K ﹤0.01% 1410
2025
Q2 		$650K Buy
+13,925
New +$582K ﹤0.01% 1036

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

IEQ Capital's TEX Position: Q1 2026 in Review

IEQ Capital increased its Terex (TEX) stake by 993% in Q1 2026, buying an estimated $3.06M and bringing the position to 54,427 shares worth $3.22M. The position accounts for 0.01% of the portfolio, ranked #622.

IEQ Capital first reported a position in TEX in Q2 2025 and has held it in 4 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • IEQ Capital held 54,427 shares of Terex worth $3.22M as of Q1 2026.
  • IEQ Capital bought 49,446 Terex shares in Q1 2026, an estimated $3.06M.
  • Terex made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #622 holding.
  • IEQ Capital first reported a position in Terex in Q2 2025 and has held it in 4 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.