SAM
TEX icon

Smartleaf Asset Management’s Terex TEX Stock Holding History

Smartleaf Asset 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
Q2 		$115K Hold
1,567
– – ﹤0.01% 1103
2026
Q1 		$86K Buy
1,567
+1,080
+222% +$66.9K ﹤0.01% 1193
2025
Q4 		$26.2K Buy
487
+1
+0.2% +$51 ﹤0.01% 1886
2025
Q3 		$24.9K Buy
486
+413
+566% +$21K ﹤0.01% 1723
2025
Q2 		$3.47K Sell
73
-510
-87% -$21.3K ﹤0.01% 2164
2025
Q1 		$22.4K Sell
583
-121
-17% -$5.28K ﹤0.01% 1554
2024
Q4 		$31.8K Buy
704
+222
+46% +$11.6K ﹤0.01% 1399
2024
Q3 		$25.4K Buy
482
+184
+62% +$10.2K ﹤0.01% 1221
2024
Q2 		$15.8K Buy
+298
New +$17.7K ﹤0.01% 1142

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

Smartleaf Asset Management's TEX Position: Q2 2026 in Review

Smartleaf Asset Management held its Terex (TEX) position steady in Q2 2026 at 1,567 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Smartleaf Asset Management first reported a position in TEX in Q2 2024 and has held it in 9 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Smartleaf Asset Management held 1,567 shares of Terex worth $115K as of Q2 2026.
  • Smartleaf Asset Management left its Terex share count unchanged in Q2 2026.
  • Terex made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1103 holding.
  • Smartleaf Asset Management first reported a position in Terex in Q2 2024 and has held it in 9 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.