Mackenzie Financial
TEX icon

Mackenzie Financial’s Terex TEX Stock Holding History

Mackenzie Financial’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
-4,042
Closed -$217K – 1747
2025
Q4 		$217K Sell
4,042
-502
-11% -$25.4K ﹤0.01% 1518
2025
Q3 		$233K Buy
+4,544
New +$231K ﹤0.01% 1505
2025
Q1 		– Sell
-9,897
Closed -$457K – 1797
2024
Q4 		$457K Buy
9,897
+5,497
+125% +$287K ﹤0.01% 1214
2024
Q3 		$233K Sell
4,400
-530
-11% -$29.3K ﹤0.01% 1307
2024
Q2 		$270K Hold
4,930
– – ﹤0.01% 1206
2024
Q1 		$317K Hold
4,930
– – ﹤0.01% 1152
2023
Q4 		$283K Sell
4,930
-2,985
-38% -$154K ﹤0.01% 1178
2023
Q3 		$432K Hold
7,915
– – ﹤0.01% 1034
2023
Q2 		$483K Hold
7,915
– – ﹤0.01% 1031
2023
Q1 		$383K Buy
7,915
+700
+10% +$35.8K ﹤0.01% 1099
2022
Q4 		$308K Buy
+7,215
New +$291K ﹤0.01% 1085
2018
Q4 		– Sell
-6,088
Closed -$243K – 1235
2018
Q3 		$243K Buy
+6,088
New +$248K ﹤0.01% 1029
2018
Q1 		– Sell
-117,375
Closed -$5.66M – 966
2017
Q4 		$5.66M Buy
+117,375
New +$5.4M 0.01% 417

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $141B AUM 30.34% 1-Year Est. Return