NL
TEX icon

Navalign LLC’s Terex TEX Stock Holding History

Navalign LLC’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
-75
Closed -$4K – 433
2025
Q4 		$4K Buy
+75
New +$3.79K ﹤0.01% 391

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

Navalign LLC's TEX Position: Q1 2026 in Review

Navalign LLC sold out of Terex (TEX) in Q1 2026, closing a stake of 75 shares — an estimated $4K sold.

Navalign LLC first reported a position in TEX in Q4 2025 and held it in 1 quarter. The position peaked at $4K in Q4 2025. 471 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Navalign LLC reported no remaining Terex position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 75 Terex shares in Q1 2026, an estimated $4K.
  • Navalign LLC first reported a position in Terex in Q4 2025 and held it in 1 quarter.
  • Navalign LLC's Terex position peaked at $4K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.