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Navellier & Associates’s Terex TEX Stock Holding History

Navellier & Associates’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 		– Sell
-9,913
Closed -$586K – 382
2026
Q1 		$586K Buy
+9,913
New +$614K 0.06% 193
2024
Q1 		– Sell
-13,923
Closed -$800K – 370
2023
Q4 		$800K Buy
13,923
+8,087
+139% +$418K 0.12% 165
2023
Q3 		$336K Buy
+5,836
New +$348K 0.06% 245

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

Navellier & Associates's TEX Position: Q2 2026 in Review

Navellier & Associates sold out of Terex (TEX) in Q2 2026, closing a stake of 9,913 shares — an estimated $586K sold.

Navellier & Associates first reported a position in TEX in Q3 2023 and held it in 3 quarters. The position peaked at $800K in Q4 2023. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Navellier & Associates reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Navellier & Associates sold 9,913 Terex shares in Q2 2026, an estimated $586K.
  • Navellier & Associates first reported a position in Terex in Q3 2023 and held it in 3 quarters.
  • Navellier & Associates's Terex position peaked at $800K in Q4 2023.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.