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Kendall Capital Management’s Terex TEX Stock Holding History

Kendall Capital Management’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
2025
Q4 		– Sell
-5,350
Closed -$274K – 241
2025
Q3 		$274K Sell
5,350
-110
-2% -$5.6K 0.06% 204
2025
Q2 		$255K Sell
5,460
-1,060
-16% -$44.3K 0.07% 199
2025
Q1 		$246K Sell
6,520
-3,200
-33% -$140K 0.07% 195
2024
Q4 		$449K Buy
9,720
+480
+5% +$25K 0.13% 152
2024
Q3 		$489K Buy
9,240
+935
+11% +$51.7K 0.15% 147
2024
Q2 		$455K Buy
8,305
+2,680
+48% +$159K 0.15% 145
2024
Q1 		$362K Buy
+5,625
New +$330K 0.12% 160

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kendall Capital Management's TEX Position: Q4 2025 in Review

Kendall Capital Management sold out of Terex (TEX) in Q4 2025, closing a stake of 5,350 shares — an estimated $274K sold.

Kendall Capital Management first reported a position in TEX in Q1 2024 and held it in 7 quarters. The position peaked at $489K in Q3 2024. 355 funds tracked by Wall St. Rank hold TEX as of Q4 2025.

  • Kendall Capital Management reported no remaining Terex position as of Q4 2025 after selling out during the quarter.
  • Kendall Capital Management sold 5,350 Terex shares in Q4 2025, an estimated $274K.
  • Kendall Capital Management first reported a position in Terex in Q1 2024 and held it in 7 quarters.
  • Kendall Capital Management's Terex position peaked at $489K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Terex as of Q4 2025.

Based on Kendall Capital Management's 13F filing for Q4 2025, filed 16 Jan 2026.