IC
TEX icon

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
Q2 		$1.21M Sell
16,659
-37,768
-69% -$2.36M 0.01% 1032
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 $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

IEQ Capital's TEX Position: Q2 2026 in Review

IEQ Capital reduced its Terex (TEX) stake by 69% in Q2 2026, selling an estimated $2.36M and leaving 16,659 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1032.

IEQ Capital first reported a position in TEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.22M in Q1 2026. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • IEQ Capital held 16,659 shares of Terex worth $1.21M as of Q2 2026.
  • IEQ Capital sold 37,768 Terex shares in Q2 2026, an estimated $2.36M.
  • Terex made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #1032 holding.
  • IEQ Capital first reported a position in Terex in Q2 2025 and has held it in 5 quarters since.
  • IEQ Capital's Terex position peaked at $3.22M in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.