Matthew Hamilton Rosenberg’s Terex TEX Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$8.47K	Hold	161	–	–	﹤0.01%	654
2026 Q2	$11.7K	Buy	161 +114	+243%	+$7.13K	﹤0.01%	608
2026 Q1	$2.75K	Hold	47	–	–	﹤0.01%	715
2025 Q4	$2.48K	Hold	47	–	–	﹤0.01%	734
2025 Q3	$2.38K	Hold	47	–	–	﹤0.01%	741
2025 Q2	$2.17K	Hold	47	–	–	﹤0.01%	775
2025 Q1	$1.76K	Hold	47	–	–	﹤0.01%	769
2024 Q4	$2.15K	Hold	47	–	–	﹤0.01%	745
2024 Q3	$2.46K	Hold	47	–	–	﹤0.01%	736
2024 Q2	$2.49K	Hold	47	–	–	﹤0.01%	705
2024 Q1	$2.93K	Hold	47	–	–	﹤0.01%	735
2023 Q4	$2.67K	Hold	47	–	–	﹤0.01%	751
2023 Q3	$2.68K	Hold	47	–	–	﹤0.01%	739
2023 Q2	$2.78K	Hold	47	–	–	﹤0.01%	737
2023 Q1	$2.25K	Hold	47	–	–	﹤0.01%	784
2022 Q4	$1.99K	Hold	47	–	–	﹤0.01%	782
2022 Q3	$1K	Hold	47	–	–	﹤0.01%	836
2022 Q2	$1K	Buy	47 +1	+2%	+$33	﹤0.01%	780
2022 Q1	$2K	Buy	46 +23	+100%	+$951	﹤0.01%	718
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	713
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	683
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	580
2021 Q1	$1K	Hold	23	–	–	﹤0.01%	551
2020 Q4	$1K	Buy	+23	New	+$679	﹤0.01%	535

Other funds holding TEX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Minneapolis Portfolio Management Group Wayzata, Minnesota $994M AUM 32.88% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Matthew Hamilton Rosenberg's TEX Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Terex (TEX) position steady in Q3 2026 at 161 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Matthew Hamilton Rosenberg first reported a position in TEX in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.7K in Q2 2026. 201 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

Matthew Hamilton Rosenberg held 161 shares of Terex worth $8.47K as of Q3 2026.
Matthew Hamilton Rosenberg left its Terex share count unchanged in Q3 2026.
Terex made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #654 holding.
Matthew Hamilton Rosenberg first reported a position in Terex in Q4 2020 and has held it in 24 quarters since.
Matthew Hamilton Rosenberg's Terex position peaked at $11.7K in Q2 2026.
201 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.