Rockefeller Capital Management
TEX icon

Rockefeller Capital Management’s Terex TEX Stock Holding History

Rockefeller Capital Management’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 		$132K Buy
2,238
+465
+26% +$28.8K ﹤0.01% 2717
2025
Q4 		$94.7K Buy
1,773
+427
+32% +$21.6K ﹤0.01% 2751
2025
Q3 		$69.1K Buy
+1,346
New +$68.5K ﹤0.01% 2759
2023
Q1 		– Sell
-215
Closed -$9K – 3700
2022
Q4 		$9K Hold
215
– – ﹤0.01% 3145
2022
Q3 		$6K Sell
215
-543
-72% -$17.8K ﹤0.01% 3299
2022
Q2 		$20K Buy
758
+306
+68% +$10.2K ﹤0.01% 2756
2022
Q1 		$16K Sell
452
-4
-0.9% -$165 ﹤0.01% 2831
2021
Q4 		$20K Buy
456
+4
+0.9% +$180 ﹤0.01% 2651
2021
Q3 		$19K Sell
452
-150
-25% -$7.1K ﹤0.01% 2616
2021
Q2 		$28K Buy
602
+150
+33% +$7.29K ﹤0.01% 2334
2021
Q1 		$20K Hold
452
– – ﹤0.01% 2286
2020
Q4 		$15K Hold
452
– – ﹤0.01% 2118
2020
Q3 		$8K Hold
452
– – ﹤0.01% 2090
2020
Q2 		$8K Hold
452
– – ﹤0.01% 1974
2020
Q1 		$6K Sell
452
-155
-26% -$3.51K ﹤0.01% 1913
2019
Q4 		$18K Hold
607
– – ﹤0.01% 1436
2019
Q3 		$16K Buy
607
+155
+34% +$4.26K ﹤0.01% 1296
2019
Q2 		$14K Buy
452
+84
+23% +$2.58K ﹤0.01% 1128
2019
Q1 		$12K Buy
+368
New +$11.7K ﹤0.01% 1428

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Rockefeller Capital Management's TEX Position: Q1 2026 in Review

Rockefeller Capital Management increased its Terex (TEX) stake by 26% in Q1 2026, buying an estimated $28.8K and bringing the position to 2,238 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

Rockefeller Capital Management first reported a position in TEX in Q1 2019 and has held it in 19 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Rockefeller Capital Management held 2,238 shares of Terex worth $132K as of Q1 2026.
  • Rockefeller Capital Management bought 465 Terex shares in Q1 2026, an estimated $28.8K.
  • Terex made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2717 holding.
  • Rockefeller Capital Management first reported a position in Terex in Q1 2019 and has held it in 19 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.