$TEX icon$

Neo Ivy Capital Management’s Terex TEX Stock Holding History

Neo Ivy 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	$33.4K	Buy	+461	New	+$28.8K	0.01%	318
2025 Q1	–	Sell	-630	Closed	-$29K	–	418
2024 Q4	$29K	Buy	+630	New	+$32.8K	0.01%	244
2023 Q4	–	Sell	-3,532	Closed	-$204K	–	443
2023 Q3	$204K	Buy	+3,532	New	+$211K	0.09%	227
2022 Q4	–	Sell	-26	Closed	-$1K	–	536
2022 Q3	$1K	Buy	+26	New	+$850	﹤0.01%	369
2022 Q2	–	Sell	-88	Closed	-$4K	–	607
2022 Q1	$4K	Buy	+88	New	+$3.64K	﹤0.01%	457
2020 Q1	–	Sell	-8,377	Closed	-$249K	–	542
2019 Q4	$249K	Buy	+8,377	New	+$235K	0.29%	154
2019 Q3	–	Sell	-45,700	Closed	-$1.44M	–	396
2019 Q2	$1.44M	Buy	+45,700	New	+$1.4M	0.81%	34

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neo Ivy Capital Management's TEX Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in Terex (TEX) in Q2 2026: 461 shares worth $33.4K. The stake represents 0.01% of the portfolio and ranks #318 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in TEX as recently as Q4 2024.

Neo Ivy Capital Management first reported a position in TEX in Q2 2019 and has held it in 7 quarters since. The position peaked at $1.44M in Q2 2019. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

Neo Ivy Capital Management held 461 shares of Terex worth $33.4K as of Q2 2026.
Terex was a new Neo Ivy Capital Management position in Q2 2026.
Terex made up 0.01% of Neo Ivy Capital Management's portfolio in Q2 2026, its #318 holding.
Neo Ivy Capital Management first reported a position in Terex in Q2 2019 and has held it in 7 quarters since.
Neo Ivy Capital Management's Terex position peaked at $1.44M in Q2 2019.
484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

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