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NEOS Investment Management’s Terex TEX Stock Holding History

NEOS Investment 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
Q1 		– Sell
-182,966
Closed -$9.77M – 652
2025
Q4 		$9.77M Buy
182,966
+43,158
+31% +$2.18M 0.06% 230
2025
Q3 		$7.17M Buy
139,808
+5,984
+4% +$305K 0.05% 248
2025
Q2 		$6.25M Sell
133,824
-72,661
-35% -$3.04M 0.08% 212
2025
Q1 		$7.8M Buy
206,485
+144,941
+236% +$6.33M 0.15% 150
2024
Q4 		$2.84M Buy
61,544
+11,461
+23% +$597K 0.07% 244
2024
Q3 		$2.65M Buy
50,083
+18,369
+58% +$1.02M 0.08% 224
2024
Q2 		$1.74M Buy
31,714
+23,393
+281% +$1.39M 0.07% 237
2024
Q1 		$536K Buy
8,321
+2,669
+47% +$157K 0.03% 365
2023
Q4 		$325K Hold
5,652
– – 0.03% 366
2023
Q3 		$326K Buy
+5,652
New +$337K 0.04% 264

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

NEOS Investment Management's TEX Position: Q1 2026 in Review

NEOS Investment Management sold out of Terex (TEX) in Q1 2026, closing a stake of 182,966 shares — an estimated $9.77M sold.

NEOS Investment Management first reported a position in TEX in Q3 2023 and held it in 10 quarters. The position peaked at $9.77M in Q4 2025. 473 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • NEOS Investment Management reported no remaining Terex position as of Q1 2026 after selling out during the quarter.
  • NEOS Investment Management sold 182,966 Terex shares in Q1 2026, an estimated $9.77M.
  • NEOS Investment Management first reported a position in Terex in Q3 2023 and held it in 10 quarters.
  • NEOS Investment Management's Terex position peaked at $9.77M in Q4 2025.
  • 473 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.