JGC
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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
2016
Q3 		– Sell
-314,400
Closed -$6.38M – 395
2016
Q2 		$6.38M Buy
314,400
+225,200
+252% +$5.15M 0.33% 72
2016
Q1 		$2.22M Buy
+89,200
New +$1.87M 0.14% 177
2015
Q3 		– Sell
-450,000
Closed -$10.5M – 303
2015
Q2 		$10.5M Buy
+450,000
New +$11.9M 0.64% 38

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.