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Koss-Olinger Consulting’s Terex TEX Stock Holding History

Koss-Olinger Consulting’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 		$651K Buy
+11,023
New +$683K 0.05% 133

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

Koss-Olinger Consulting's TEX Position: Q1 2026 in Review

Koss-Olinger Consulting opened a new position in Terex (TEX) in Q1 2026: 11,023 shares worth $651K. The stake represents 0.05% of the portfolio and ranks #133 among its holdings.

469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Koss-Olinger Consulting held 11,023 shares of Terex worth $651K as of Q1 2026.
  • Terex was a new Koss-Olinger Consulting position in Q1 2026.
  • Terex made up 0.05% of Koss-Olinger Consulting's portfolio in Q1 2026, its #133 holding.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.