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J. Goldman & Co’s Terex TEX Stock Holding History

J. Goldman & Co’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 		$9.08M Buy
+125,375
New +$7.84M 0.23% 118
2016
Q3 		– Sell
-74,592
Closed -$1.51M – 396
2016
Q2 		$1.51M Buy
74,592
+70,692
+1,813% +$1.62M 0.08% 225
2016
Q1 		$97K Buy
+3,900
New +$81.6K 0.01% 276
2015
Q3 		– Sell
-47,422
Closed -$1.1M – 304
2015
Q2 		$1.1M Buy
+47,422
New +$1.25M 0.07% 184

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

J. Goldman & Co's TEX Position: Q2 2026 in Review

J. Goldman & Co opened a new position in Terex (TEX) in Q2 2026: 125,375 shares worth $9.08M. The stake represents 0.23% of the portfolio and ranks #118 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in TEX as recently as Q2 2016.

J. Goldman & Co first reported a position in TEX in Q2 2015 and has held it in 4 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • J. Goldman & Co held 125,375 shares of Terex worth $9.08M as of Q2 2026.
  • Terex was a new J. Goldman & Co position in Q2 2026.
  • Terex made up 0.23% of J. Goldman & Co's portfolio in Q2 2026, its #118 holding.
  • J. Goldman & Co first reported a position in Terex in Q2 2015 and has held it in 4 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.