$TEX icon$

NorthCrest Asset Manangement’s Terex TEX Stock Holding History

NorthCrest Asset Manangement’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	$808K	Sell	12,501 -99	-0.8%	-$6.19K	0.02%	427
2026 Q1	$737K	Buy	12,600 +1,831	+17%	+$113K	0.02%	388
2025 Q4	$608K	Buy	10,769 +108	+1%	+$5.45K	0.01%	488
2025 Q3	$562K	Buy	10,661 +111	+1%	+$5.65K	0.01%	465
2025 Q2	$525K	Buy	10,550 +416	+4%	+$17.4K	0.01%	410
2025 Q1	$383K	Buy	10,134 +34	+0.3%	+$1.48K	0.01%	468
2024 Q4	$467K	Sell	10,100 -7	-0.1%	-$365	0.01%	410
2024 Q3	$535K	Hold	10,107	–	–	0.02%	386
2024 Q2	$554K	Buy	10,107 +7	+0.1%	+$415	0.02%	367
2024 Q1	$650K	Sell	10,100 -300	-3%	-$17.6K	0.02%	340
2023 Q4	$598K	Hold	10,400	–	–	0.02%	345
2023 Q3	$599K	Hold	10,400	–	–	0.02%	334
2023 Q2	$622K	Hold	10,400	–	–	0.02%	320
2023 Q1	$503K	Buy	10,400 +700	+7%	+$35.8K	0.02%	361
2022 Q4	$414K	Buy	9,700 +200	+2%	+$8.05K	0.02%	307
2022 Q3	$283K	Hold	9,500	–	–	0.02%	386
2022 Q2	$260K	Hold	9,500	–	–	0.01%	392
2022 Q1	$339K	Buy	+9,500	New	+$393K	0.02%	351

Other funds holding TEX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return