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John Overdeck’s Terex TEX Stock Holding History

John Overdeck’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
2019
Q1 		– Sell
-12,700
Closed -$350K – 3464
2018
Q4 		$350K Sell
12,700
-800
-6% -$25.6K ﹤0.01% 2350
2018
Q3 		$539K Buy
13,500
+7,500
+125% +$305K ﹤0.01% 2399
2018
Q2 		$253K Sell
6,000
-14,300
-70% -$568K ﹤0.01% 3035
2018
Q1 		$759K Buy
+20,300
New +$881K ﹤0.01% 2203
2015
Q3 		– Sell
-9,000
Closed -$209K – 2718
2015
Q2 		$209K Buy
+9,000
New +$237K ﹤0.01% 2608

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

John Overdeck's TEX Position: Q2 2026 in Review

John Overdeck reduced its Terex (TEX) stake by 63% in Q2 2026, selling an estimated $27.3M and leaving 260,224 shares worth $18.8M. The position accounts for 0.01% of the portfolio, ranked #1102.

John Overdeck first reported a position in TEX in Q3 2013 and has held it in 31 quarters since. The position peaked at $41.2M in Q1 2026. 480 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • John Overdeck held 260,224 shares of Terex worth $18.8M as of Q2 2026.
  • John Overdeck sold 436,433 Terex shares in Q2 2026, an estimated $27.3M.
  • Terex made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1102 holding.
  • John Overdeck first reported a position in Terex in Q3 2013 and has held it in 31 quarters since.
  • John Overdeck's Terex position peaked at $41.2M in Q1 2026.
  • 480 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.