P
TEX icon

&Partners’s Terex TEX Stock Holding History

&Partners’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 		$562K Buy
7,757
+1,018
+15% +$63.7K ﹤0.01% 1773
2026
Q1 		$398K Sell
6,739
-39
-0.6% -$2.42K ﹤0.01% 1819
2025
Q4 		$362K Sell
6,778
-215
-3% -$10.9K ﹤0.01% 1800
2025
Q3 		$359K Buy
6,993
+1,788
+34% +$91.1K ﹤0.01% 1652
2025
Q2 		$243K Sell
5,205
-252
-5% -$10.5K ﹤0.01% 1736
2025
Q1 		$210K Sell
5,457
-904
-14% -$39.5K ﹤0.01% 1612
2024
Q4 		$293K Buy
6,361
+1,505
+31% +$78.5K ﹤0.01% 1352
2024
Q3 		$257K Buy
+4,856
New +$268K 0.01% 1182
2019
Q1 		– Sell
-9,725
Closed -$203K – 156
2018
Q4 		$203K Buy
+9,725
New +$311K 0.34% 103

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

&Partners's TEX Position: Q2 2026 in Review

&Partners increased its Terex (TEX) stake by 15% in Q2 2026, buying an estimated $63.7K and bringing the position to 7,757 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

&Partners first reported a position in TEX in Q4 2018 and has held it in 9 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • &Partners held 7,757 shares of Terex worth $562K as of Q2 2026.
  • &Partners bought 1,018 Terex shares in Q2 2026, an estimated $63.7K.
  • Terex made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1773 holding.
  • &Partners first reported a position in Terex in Q4 2018 and has held it in 9 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.