Osaic Holdings
TEX icon

Osaic Holdings’s Terex TEX Stock Holding History

Osaic Holdings’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 		$1.72M Buy
23,707
+2,089
+10% +$131K ﹤0.01% 2451
2026
Q1 		$1.28M Buy
21,618
+17,605
+439% +$1.09M ﹤0.01% 2480
2025
Q4 		$214K Sell
4,013
-804
-17% -$40.6K ﹤0.01% 4101
2025
Q3 		$242K Buy
4,817
+56
+1% +$2.85K ﹤0.01% 4057
2025
Q2 		$222K Buy
4,761
+1
+0% +$42 ﹤0.01% 3850
2025
Q1 		$180K Sell
4,760
-6,053
-56% -$264K ﹤0.01% 3722
2024
Q4 		$500K Sell
10,813
-13,229
-55% -$690K ﹤0.01% 2797
2024
Q3 		$1.27M Sell
24,042
-2,128
-8% -$118K ﹤0.01% 2059
2024
Q2 		$1.44M Sell
26,170
-1,753
-6% -$104K ﹤0.01% 1896
2024
Q1 		$1.8M Sell
27,923
-1,553
-5% -$91.1K ﹤0.01% 1780
2023
Q4 		$1.69M Sell
29,476
-30,040
-50% -$1.55M ﹤0.01% 1993
2023
Q3 		$3.43M Buy
59,516
+19,498
+49% +$1.16M 0.01% 1560
2023
Q2 		$2.39M Sell
40,018
-77
-0.2% -$3.82K ﹤0.01% 1710
2023
Q1 		$1.94M Buy
40,095
+27,480
+218% +$1.41M ﹤0.01% 1842
2022
Q4 		$539K Buy
12,615
+999
+9% +$40.2K ﹤0.01% 2954
2022
Q3 		$346K Buy
11,616
+1,895
+19% +$62K ﹤0.01% 3242
2022
Q2 		$266K Sell
9,721
-5,804
-37% -$193K ﹤0.01% 3524
2022
Q1 		$554K Sell
15,525
-396
-2% -$16.4K ﹤0.01% 3130
2021
Q4 		$700K Sell
15,921
-1,978
-11% -$88.8K ﹤0.01% 2733
2021
Q3 		$754K Buy
17,899
+14,780
+474% +$699K ﹤0.01% 2611
2021
Q2 		$149K Sell
3,119
-1,080
-26% -$52.5K ﹤0.01% 4136
2021
Q1 		$195K Sell
4,199
-25,230
-86% -$1.03M ﹤0.01% 3757
2020
Q4 		$1.03M Buy
29,429
+27,480
+1,410% +$811K ﹤0.01% 2004
2020
Q3 		$37K Buy
1,949
+14
+0.7% +$274 ﹤0.01% 4527
2020
Q2 		$36K Sell
1,935
-2,312
-54% -$36.8K ﹤0.01% 4424
2020
Q1 		$59K Buy
+4,247
New +$96.2K ﹤0.01% 3864

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

Osaic Holdings's TEX Position: Q2 2026 in Review

Osaic Holdings increased its Terex (TEX) stake by 9.7% in Q2 2026, buying an estimated $131K and bringing the position to 23,707 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

Osaic Holdings first reported a position in TEX in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.43M in Q3 2023. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Osaic Holdings held 23,707 shares of Terex worth $1.72M as of Q2 2026.
  • Osaic Holdings bought 2,089 Terex shares in Q2 2026, an estimated $131K.
  • Terex made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2451 holding.
  • Osaic Holdings first reported a position in Terex in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Terex position peaked at $3.43M in Q3 2023.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.