KCM
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Kennedy Capital Management’s Terex TEX Stock Holding History

Kennedy 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
2026
Q1 		$34.1M Buy
+577,450
New +$35.8M 0.72% 12
2020
Q4 		– Sell
-13,997
Closed -$271K – 699
2020
Q3 		$271K Hold
13,997
– – 0.01% 626
2020
Q2 		$263K Buy
+13,997
New +$223K 0.01% 630
2018
Q4 		– Sell
-98,790
Closed -$3.94M – 737
2018
Q3 		$3.94M Sell
98,790
-337,022
-77% -$13.7M 0.07% 469
2018
Q2 		$18.4M Buy
435,812
+120,038
+38% +$4.76M 0.34% 54
2018
Q1 		$11.8M Sell
315,774
-28,365
-8% -$1.23M 0.23% 125
2017
Q4 		$16.6M Sell
344,139
-56,176
-14% -$2.59M 0.3% 74
2017
Q3 		$18M Sell
400,315
-72,474
-15% -$2.87M 0.33% 57
2017
Q2 		$17.7M Sell
472,789
-4,844
-1% -$164K 0.34% 58
2017
Q1 		$15M Buy
477,633
+232,821
+95% +$7.31M 0.26% 105
2016
Q4 		$7.72M Sell
244,812
-91,876
-27% -$2.55M 0.13% 257
2016
Q3 		$8.55M Sell
336,688
-6,022
-2% -$140K 0.16% 214
2016
Q2 		$6.96M Buy
342,710
+242,126
+241% +$5.54M 0.14% 260
2016
Q1 		$2.5M Buy
+100,584
New +$2.11M 0.05% 545
2015
Q1 		– Sell
-25,667
Closed -$716K – 758
2014
Q4 		$716K Buy
25,667
+17,299
+207% +$495K 0.01% 691
2014
Q3 		$266K Hold
8,368
– – 0.01% 749
2014
Q2 		$344K Sell
8,368
-220
-3% -$8.94K 0.01% 715
2014
Q1 		$380K Buy
+8,588
New +$361K 0.01% 711

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kennedy Capital Management's TEX Position: Q1 2026 in Review

Kennedy Capital Management opened a new position in Terex (TEX) in Q1 2026: 577,450 shares worth $34.1M. The stake represents 0.72% of the portfolio and ranks #12 among its holdings. This is a return to the name: Kennedy Capital Management previously reported a position in TEX as recently as Q3 2020.

Kennedy Capital Management first reported a position in TEX in Q1 2014 and has held it in 18 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Kennedy Capital Management held 577,450 shares of Terex worth $34.1M as of Q1 2026.
  • Terex was a new Kennedy Capital Management position in Q1 2026.
  • Terex made up 0.72% of Kennedy Capital Management's portfolio in Q1 2026, its #12 holding.
  • Kennedy Capital Management first reported a position in Terex in Q1 2014 and has held it in 18 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.