$TEX icon$

Occudo Quantitative Strategies’s Terex TEX Stock Holding History

Occudo Quantitative Strategies’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	-4,494	Closed	-$240K	–	920
2025 Q4	$240K	Buy	+4,494	New	+$227K	0.02%	553
2024 Q4	–	Sell	-17,100	Closed	-$905K	–	948
2024 Q3	$905K	Buy	+17,100	New	+$945K	0.16%	173
2024 Q1	–	Sell	-13,563	Closed	-$779K	–	1026
2023 Q4	$779K	Buy	+13,563	New	+$701K	0.11%	259
2023 Q3	–	Sell	-6,407	Closed	-$383K	–	1303
2023 Q2	$383K	Sell	6,407 -21,034	-77%	-$1.04M	0.04%	645
2023 Q1	$1.33M	Buy	+27,441	New	+$1.4M	0.12%	250
2021 Q2	–	Sell	-14,199	Closed	-$654K	–	1051
2021 Q1	$654K	Buy	14,199 +93	+0.7%	+$3.81K	0.14%	249
2020 Q4	$492K	Buy	+14,106	New	+$416K	0.15%	245

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Occudo Quantitative Strategies's TEX Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Terex (TEX) in Q1 2026, closing a stake of 4,494 shares — an estimated $240K sold.

Occudo Quantitative Strategies first reported a position in TEX in Q4 2020 and held it in 7 quarters. The position peaked at $1.33M in Q1 2023. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

Occudo Quantitative Strategies reported no remaining Terex position as of Q1 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 4,494 Terex shares in Q1 2026, an estimated $240K.
Occudo Quantitative Strategies first reported a position in Terex in Q4 2020 and held it in 7 quarters.
Occudo Quantitative Strategies's Terex position peaked at $1.33M in Q1 2023.
469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.