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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
Q2 		$1.08M Buy
14,980
+1,302
+10% +$81.4K 0.09% 325
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legato Capital Management's TEX Position: Q2 2026 in Review

Legato Capital Management increased its Terex (TEX) stake by 9.5% in Q2 2026, buying an estimated $81.4K and bringing the position to 14,980 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #325.

Legato Capital Management first reported a position in TEX in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.34M in Q2 2023. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Legato Capital Management held 14,980 shares of Terex worth $1.08M as of Q2 2026.
  • Legato Capital Management bought 1,302 Terex shares in Q2 2026, an estimated $81.4K.
  • Terex made up 0.09% of Legato Capital Management's portfolio in Q2 2026, its #325 holding.
  • Legato Capital Management first reported a position in Terex in Q1 2023 and has held it in 5 quarters since.
  • Legato Capital Management's Terex position peaked at $1.34M in Q2 2023.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.