$TEX icon$

SummitTX Capital’s Terex TEX Stock Holding History

SummitTX Capital’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	–	Sell	-86,276	Closed	-$4.61M	–	966
2025 Q4	$4.61M	Buy	+86,276	New	+$4.36M	0.14%	169
2025 Q3	–	Sell	-40,000	Closed	-$1.87M	–	981
2025 Q2	$1.87M	Buy	+40,000	New	+$1.67M	0.08%	263

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SummitTX Capital's TEX Position: Q1 2026 in Review

SummitTX Capital sold out of Terex (TEX) in Q1 2026, closing a stake of 86,276 shares — an estimated $4.61M sold.

SummitTX Capital first reported a position in TEX in Q2 2025 and held it in 2 quarters. The position peaked at $4.61M in Q4 2025. 473 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

SummitTX Capital reported no remaining Terex position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 86,276 Terex shares in Q1 2026, an estimated $4.61M.
SummitTX Capital first reported a position in Terex in Q2 2025 and held it in 2 quarters.
SummitTX Capital's Terex position peaked at $4.61M in Q4 2025.
473 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.