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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Navellier & Associates's TEX Position: Q1 2026 in Review

Navellier & Associates opened a new position in Terex (TEX) in Q1 2026: 9,913 shares worth $586K. The stake represents 0.06% of the portfolio and ranks #193 among its holdings. This is a return to the name: Navellier & Associates previously reported a position in TEX as recently as Q4 2023.

Navellier & Associates first reported a position in TEX in Q3 2023 and has held it in 3 quarters since. The position peaked at $800K in Q4 2023. 470 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Navellier & Associates held 9,913 shares of Terex worth $586K as of Q1 2026.
  • Terex was a new Navellier & Associates position in Q1 2026.
  • Terex made up 0.06% of Navellier & Associates's portfolio in Q1 2026, its #193 holding.
  • Navellier & Associates first reported a position in Terex in Q3 2023 and has held it in 3 quarters since.
  • Navellier & Associates's Terex position peaked at $800K in Q4 2023.
  • 470 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.