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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
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 $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

Smartleaf Asset Management's TEX Position: Q1 2026 in Review

Smartleaf Asset Management increased its Terex (TEX) stake by 222% in Q1 2026, buying an estimated $66.9K and bringing the position to 1,567 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Smartleaf Asset Management first reported a position in TEX in Q2 2024 and has held it in 8 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Smartleaf Asset Management held 1,567 shares of Terex worth $86K as of Q1 2026.
  • Smartleaf Asset Management bought 1,080 Terex shares in Q1 2026, an estimated $66.9K.
  • Terex made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1193 holding.
  • Smartleaf Asset Management first reported a position in Terex in Q2 2024 and has held it in 8 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.