LCM
TEX icon

Legato Capital Management’s Terex TEX Stock Holding History

Legato 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 		$808K Buy
+13,678
New +$847K 0.07% 356
2023
Q4 		– Sell
-8,040
Closed -$463K – 623
2023
Q3 		$463K Sell
8,040
-14,352
-64% -$855K 0.07% 410
2023
Q2 		$1.34M Buy
22,392
+1,728
+8% +$85.7K 0.18% 182
2023
Q1 		$1,000K Buy
+20,664
New +$1.06M 0.18% 193

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

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

Legato Capital Management opened a new position in Terex (TEX) in Q1 2026: 13,678 shares worth $808K. The stake represents 0.07% of the portfolio and ranks #356 among its holdings. This is a return to the name: Legato Capital Management previously reported a position in TEX as recently as Q3 2023.

Legato Capital Management first reported a position in TEX in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.34M in Q2 2023. 470 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Legato Capital Management held 13,678 shares of Terex worth $808K as of Q1 2026.
  • Terex was a new Legato Capital Management position in Q1 2026.
  • Terex made up 0.07% of Legato Capital Management's portfolio in Q1 2026, its #356 holding.
  • Legato Capital Management first reported a position in Terex in Q1 2023 and has held it in 4 quarters since.
  • Legato Capital Management's Terex position peaked at $1.34M in Q2 2023.
  • 470 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.