LSV Asset Management
TEX icon

LSV Asset Management’s Terex TEX Stock Holding History

LSV Asset 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 		– Sell
-163,900
Closed -$8.75M – 915
2025
Q4 		$8.75M Buy
163,900
+53,700
+49% +$2.71M 0.02% 413
2025
Q3 		$5.65M Buy
110,200
+16,700
+18% +$850K 0.01% 457
2025
Q2 		$4.37M Hold
93,500
– – 0.01% 483
2025
Q1 		$3.53M Buy
93,500
+59,100
+172% +$2.58M 0.01% 513
2024
Q4 		$1.59M Buy
34,400
+9,000
+35% +$469K ﹤0.01% 572
2024
Q3 		$1.34M Sell
25,400
-5,800
-19% -$321K ﹤0.01% 613
2024
Q2 		$1.71M Hold
31,200
– – ﹤0.01% 622
2024
Q1 		$2.01M Hold
31,200
– – ﹤0.01% 613
2023
Q4 		$1.79M Hold
31,200
– – ﹤0.01% 624
2023
Q3 		$1.8M Buy
31,200
+13,600
+77% +$811K ﹤0.01% 623
2023
Q2 		$1.05M Buy
+17,600
New +$873K ﹤0.01% 688
2021
Q1 		– Sell
-169,742
Closed -$5.92M – 948
2020
Q4 		$5.92M Sell
169,742
-780,114
-82% -$23M 0.01% 527
2020
Q3 		$18.4M Sell
949,856
-428,700
-31% -$8.38M 0.04% 334
2020
Q2 		$25.9M Buy
1,378,556
+1,040
+0.1% +$16.6K 0.05% 307
2020
Q1 		$19.8M Buy
1,377,516
+41,160
+3% +$932K 0.05% 307
2019
Q4 		$39.8M Sell
1,336,356
-35,600
-3% -$1M 0.06% 285
2019
Q3 		$35.6M Sell
1,371,956
-327,800
-19% -$9.01M 0.06% 292
2019
Q2 		$53.4M Sell
1,699,756
-23,300
-1% -$715K 0.09% 230
2019
Q1 		$55.4M Buy
1,723,056
+112,970
+7% +$3.58M 0.09% 230
2018
Q4 		$44.4M Buy
1,610,086
+1,206,820
+299% +$38.6M 0.08% 236
2018
Q3 		$16.1M Buy
+403,266
New +$16.4M 0.02% 418
2016
Q2 		– Sell
-32,700
Closed -$813K – 1121
2016
Q1 		$813K Hold
32,700
– – ﹤0.01% 773
2015
Q4 		$604K Hold
32,700
– – ﹤0.01% 804
2015
Q3 		$586K Hold
32,700
– – ﹤0.01% 784
2015
Q2 		$760K Buy
+32,700
New +$863K ﹤0.01% 751

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

LSV Asset Management's TEX Position: Q1 2026 in Review

LSV Asset Management sold out of Terex (TEX) in Q1 2026, closing a stake of 163,900 shares — an estimated $8.75M sold.

LSV Asset Management first reported a position in TEX in Q2 2015 and held it in 25 quarters. The position peaked at $55.4M in Q1 2019. 471 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • LSV Asset Management reported no remaining Terex position as of Q1 2026 after selling out during the quarter.
  • LSV Asset Management sold 163,900 Terex shares in Q1 2026, an estimated $8.75M.
  • LSV Asset Management first reported a position in Terex in Q2 2015 and held it in 25 quarters.
  • LSV Asset Management's Terex position peaked at $55.4M in Q1 2019.
  • 471 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.