$TEX icon$

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	–	1746
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	–	963
2017 Q4	$5.66M	Buy	+117,375	New	+$5.4M	0.01%	417

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mackenzie Financial's TEX Position: Q1 2026 in Review

Mackenzie Financial sold out of Terex (TEX) in Q1 2026, closing a stake of 4,042 shares — an estimated $217K sold.

Mackenzie Financial first reported a position in TEX in Q4 2017 and held it in 13 quarters. The position peaked at $5.66M in Q4 2017. 473 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

Mackenzie Financial reported no remaining Terex position as of Q1 2026 after selling out during the quarter.
Mackenzie Financial sold 4,042 Terex shares in Q1 2026, an estimated $217K.
Mackenzie Financial first reported a position in Terex in Q4 2017 and held it in 13 quarters.
Mackenzie Financial's Terex position peaked at $5.66M in Q4 2017.
473 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.