KG
TEX icon

Kilter Group’s Terex TEX Stock Holding History

Kilter Group’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 		$15K Buy
254
+124
+95% +$7.68K 0.01% 284
2025
Q4 		$6.94K Buy
130
+71
+120% +$3.59K ﹤0.01% 441
2025
Q3 		$3.03K Hold
59
– – ﹤0.01% 562
2025
Q2 		$2.75K Buy
+59
New +$2.47K ﹤0.01% 536

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

Kilter Group's TEX Position: Q1 2026 in Review

Kilter Group increased its Terex (TEX) stake by 95% in Q1 2026, buying an estimated $7.68K and bringing the position to 254 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #284.

Kilter Group first reported a position in TEX in Q2 2025 and has held it in 4 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Kilter Group held 254 shares of Terex worth $15K as of Q1 2026.
  • Kilter Group bought 124 Terex shares in Q1 2026, an estimated $7.68K.
  • Terex made up 0.01% of Kilter Group's portfolio in Q1 2026, its #284 holding.
  • Kilter Group first reported a position in Terex in Q2 2025 and has held it in 4 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.