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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

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

LRI Investments's TEX Position: Q2 2026 in Review

LRI Investments increased its Terex (TEX) stake by 1.3% in Q2 2026, buying an estimated $313 and bringing the position to 385 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

LRI Investments first reported a position in TEX in Q1 2024 and has held it in 10 quarters since. The position peaked at $30.7K in Q4 2025. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • LRI Investments held 385 shares of Terex worth $27.9K as of Q2 2026.
  • LRI Investments bought 5 Terex shares in Q2 2026, an estimated $313.
  • Terex made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #680 holding.
  • LRI Investments first reported a position in Terex in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Terex position peaked at $30.7K in Q4 2025.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.