NAM
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

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

NorthCrest Asset Manangement's TEX Position: Q2 2026 in Review

NorthCrest Asset Manangement reduced its Terex (TEX) stake by 0.79% in Q2 2026, selling an estimated $6.19K and leaving 12,501 shares worth $808K. The position accounts for 0.02% of the portfolio, ranked #427.

NorthCrest Asset Manangement first reported a position in TEX in Q1 2022 and has held it in 18 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • NorthCrest Asset Manangement held 12,501 shares of Terex worth $808K as of Q2 2026.
  • NorthCrest Asset Manangement sold 99 Terex shares in Q2 2026, an estimated $6.19K.
  • Terex made up 0.02% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #427 holding.
  • NorthCrest Asset Manangement first reported a position in Terex in Q1 2022 and has held it in 18 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.