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MAI Capital Management’s Terex TEX Stock Holding History

MAI Capital 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
Q2 		$222K Buy
3,070
+741
+32% +$46.3K ﹤0.01% 1764
2026
Q1 		$138K Buy
2,329
+234
+11% +$14.5K ﹤0.01% 1669
2025
Q4 		$112K Buy
2,095
+14
+0.7% +$707 ﹤0.01% 1587
2025
Q3 		$107K Sell
2,081
-127
-6% -$6.47K ﹤0.01% 1540
2025
Q2 		$103K Buy
2,208
+127
+6% +$5.31K ﹤0.01% 1465
2025
Q1 		$78.6K Hold
2,081
– – ﹤0.01% 1520
2024
Q4 		$96.2K Buy
+2,081
New +$108K ﹤0.01% 1460

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

MAI Capital Management's TEX Position: Q2 2026 in Review

MAI Capital Management increased its Terex (TEX) stake by 32% in Q2 2026, buying an estimated $46.3K and bringing the position to 3,070 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

MAI Capital Management first reported a position in TEX in Q4 2024 and has held it in 7 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • MAI Capital Management held 3,070 shares of Terex worth $222K as of Q2 2026.
  • MAI Capital Management bought 741 Terex shares in Q2 2026, an estimated $46.3K.
  • Terex made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1764 holding.
  • MAI Capital Management first reported a position in Terex in Q4 2024 and has held it in 7 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.