$TEX icon$

LRI Investments’s Terex TEX Stock Holding History

LRI Investments’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	$27.9K	Buy	385 +5	+1%	+$313	﹤0.01%	680
2026 Q1	$22.5K	Sell	380 -196	-34%	-$12.1K	﹤0.01%	668
2025 Q4	$30.7K	Hold	576	–	–	﹤0.01%	619
2025 Q3	$29.5K	Hold	576	–	–	﹤0.01%	632
2025 Q2	$26.9K	Buy	576 +131	+29%	+$5.48K	﹤0.01%	650
2025 Q1	$16.8K	Buy	445 +16	+4%	+$699	﹤0.01%	704
2024 Q4	$19.8K	Buy	429 +14	+3%	+$730	﹤0.01%	667
2024 Q3	$21.8K	Buy	415 +107	+35%	+$5.91K	﹤0.01%	642
2024 Q2	$16.9K	Buy	308 +143	+87%	+$8.48K	﹤0.01%	636
2024 Q1	$10.6K	Buy	+165	New	+$9.68K	﹤0.01%	495

Other funds holding TEX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return