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Rothschild Investment LLC’s Terex TEX Stock Holding History

Rothschild Investment LLC’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 		$173K Buy
2,384
+2,000
+521% +$125K 0.01% 901
2026
Q1 		$22.7K Buy
384
+195
+103% +$12.1K ﹤0.01% 1368
2025
Q4 		$10.1K Sell
189
-11
-6% -$556 ﹤0.01% 1571
2025
Q3 		$10.3K Hold
200
– – ﹤0.01% 1437
2025
Q2 		$9.34K Buy
200
+40
+25% +$1.67K ﹤0.01% 1243
2025
Q1 		$6.04K Buy
160
+90
+129% +$3.93K ﹤0.01% 1347
2024
Q4 		$3.23K Hold
70
– – ﹤0.01% 1532
2024
Q3 		$3.7K Sell
70
-8,120
-99% -$449K ﹤0.01% 1404
2024
Q2 		$449K Buy
8,190
+8,185
+163,700% +$485K 0.03% 350
2024
Q1 		$322 Buy
+5
New +$293 ﹤0.01% 1526
2018
Q1 		– Sell
-27,950
Closed -$1.35M – 408
2017
Q4 		$1.35M Hold
27,950
– – 0.15% 163
2017
Q3 		$1.26M Sell
27,950
-9,750
-26% -$386K 0.14% 169
2017
Q2 		$1.41M Hold
37,700
– – 0.16% 163
2017
Q1 		$1.18M Hold
37,700
– – 0.14% 183
2016
Q4 		$1.19M Sell
37,700
-1,051
-3% -$29.2K 0.14% 173
2016
Q3 		$985K Sell
38,751
-149
-0.4% -$3.47K 0.12% 184
2016
Q2 		$790K Sell
38,900
-1,200
-3% -$27.4K 0.1% 200
2016
Q1 		$998K Sell
40,100
-4,979
-11% -$104K 0.13% 175
2015
Q4 		$833K Hold
45,079
– – 0.11% 203
2015
Q3 		$809K Buy
45,079
+6,800
+18% +$148K 0.11% 203
2015
Q2 		$890K Buy
38,279
+7,675
+25% +$202K 0.1% 213
2015
Q1 		$814K Buy
30,604
+3,000
+11% +$75.8K 0.1% 215
2014
Q4 		$770K Sell
27,604
-1,975
-7% -$56.5K 0.09% 220
2014
Q3 		$940K Buy
29,579
+11,604
+65% +$424K 0.11% 197
2014
Q2 		$739K Sell
17,975
-575
-3% -$23.4K 0.09% 205
2014
Q1 		$822K Sell
18,550
-1,675
-8% -$70.4K 0.11% 191
2013
Q4 		$849K Sell
20,225
-900
-4% -$32.6K 0.12% 182
2013
Q3 		$710K Hold
21,125
– – 0.1% 197
2013
Q2 		$556K Buy
+21,125
New +$652K 0.09% 215

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's TEX Position: Q2 2026 in Review

Rothschild Investment LLC increased its Terex (TEX) stake by 521% in Q2 2026, buying an estimated $125K and bringing the position to 2,384 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #901.

Rothschild Investment LLC first reported a position in TEX in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.41M in Q2 2017. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Rothschild Investment LLC held 2,384 shares of Terex worth $173K as of Q2 2026.
  • Rothschild Investment LLC bought 2,000 Terex shares in Q2 2026, an estimated $125K.
  • Terex made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #901 holding.
  • Rothschild Investment LLC first reported a position in Terex in Q2 2013 and has held it in 29 quarters since.
  • Rothschild Investment LLC's Terex position peaked at $1.41M in Q2 2017.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.