Ray Dalio
TEX icon

Ray Dalio’s Terex TEX Stock Holding History

Ray Dalio’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 		$471K Sell
7,976
-26,908
-77% -$1.67M ﹤0.01% 892
2025
Q4 		$1.86M Buy
+34,884
New +$1.76M 0.01% 782
2025
Q2 		– Sell
-238,032
Closed -$8.99M – 719
2025
Q1 		$8.99M Buy
+238,032
New +$10.4M 0.04% 275
2024
Q4 		– Sell
-79,009
Closed -$4.18M – 826
2024
Q3 		$4.18M Buy
79,009
+50,389
+176% +$2.78M 0.02% 398
2024
Q2 		$1.57M Sell
28,620
-97,389
-77% -$5.78M 0.01% 576
2024
Q1 		$8.11M Buy
126,009
+26,430
+27% +$1.55M 0.04% 296
2023
Q4 		$5.72M Buy
+99,579
New +$5.15M 0.03% 348
2023
Q3 		– Sell
-10,406
Closed -$623K – 808
2023
Q2 		$623K Buy
10,406
+4,732
+83% +$235K ﹤0.01% 633
2023
Q1 		$275K Buy
+5,674
New +$290K ﹤0.01% 681
2022
Q4 		– Sell
-120,564
Closed -$3.59M – 929
2022
Q3 		$3.59M Sell
120,564
-32,823
-21% -$1.07M 0.02% 449
2022
Q2 		$4.2M Buy
+153,387
New +$5.11M 0.02% 528
2021
Q1 		– Sell
-22,307
Closed -$778K – 604
2020
Q4 		$778K Sell
22,307
-6,033
-21% -$178K 0.01% 416
2020
Q3 		$549K Buy
28,340
+15,102
+114% +$295K 0.01% 391
2020
Q2 		$248K Buy
+13,238
New +$211K ﹤0.01% 353
2020
Q1 		– Sell
-16,385
Closed -$488K – 582
2019
Q4 		$488K Buy
+16,385
New +$461K 0.01% 417
2015
Q1 		– Sell
-9,200
Closed -$256K – 390
2014
Q4 		$256K Buy
+9,200
New +$263K ﹤0.01% 297
2014
Q3 		– Sell
-48,936
Closed -$2.01M – 420
2014
Q2 		$2.01M Buy
48,936
+24,400
+99% +$992K 0.02% 181
2014
Q1 		$1.09M Buy
+24,536
New +$1.03M 0.01% 236

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ray Dalio's TEX Position: Q1 2026 in Review

Ray Dalio reduced its Terex (TEX) stake by 77% in Q1 2026, selling an estimated $1.67M and leaving 7,976 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Ray Dalio first reported a position in TEX in Q1 2014 and has held it in 18 quarters since. The position peaked at $8.99M in Q1 2025. 471 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Ray Dalio held 7,976 shares of Terex worth $471K as of Q1 2026.
  • Ray Dalio sold 26,908 Terex shares in Q1 2026, an estimated $1.67M.
  • Terex made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #892 holding.
  • Ray Dalio first reported a position in Terex in Q1 2014 and has held it in 18 quarters since.
  • Ray Dalio's Terex position peaked at $8.99M in Q1 2025.
  • 471 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.