RLH
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RD Lewis Holdings’s Terex TEX Stock Holding History

RD Lewis 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 		$406K Sell
5,943
-534
-8% -$33.4K 0.3% 67
2026
Q1 		$417K Buy
+6,477
New +$401K 0.36% 61

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

RD Lewis Holdings's TEX Position: Q2 2026 in Review

RD Lewis Holdings reduced its Terex (TEX) stake by 8.2% in Q2 2026, selling an estimated $33.4K and leaving 5,943 shares worth $406K. The position accounts for 0.3% of the portfolio, ranked #67.

RD Lewis Holdings first reported a position in TEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $417K in Q1 2026. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • RD Lewis Holdings held 5,943 shares of Terex worth $406K as of Q2 2026.
  • RD Lewis Holdings sold 534 Terex shares in Q2 2026, an estimated $33.4K.
  • Terex made up 0.3% of RD Lewis Holdings's portfolio in Q2 2026, its #67 holding.
  • RD Lewis Holdings first reported a position in Terex in Q1 2026 and has held it in 2 quarters since.
  • RD Lewis Holdings's Terex position peaked at $417K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.