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Sunbelt Securities’s Terex TEX Stock Holding History

Sunbelt Securities’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 		$1K Sell
17
-37
-69% -$2.29K ﹤0.01% 2099
2025
Q4 		$2.88K Hold
54
– – ﹤0.01% 1777
2025
Q3 		$2.77K Buy
+54
New +$2.75K ﹤0.01% 1776

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Sunbelt Securities's TEX Position: Q1 2026 in Review

Sunbelt Securities reduced its Terex (TEX) stake by 69% in Q1 2026, selling an estimated $2.29K and leaving 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Sunbelt Securities first reported a position in TEX in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.88K in Q4 2025. 473 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Sunbelt Securities held 17 shares of Terex worth $1K as of Q1 2026.
  • Sunbelt Securities sold 37 Terex shares in Q1 2026, an estimated $2.29K.
  • Terex made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2099 holding.
  • Sunbelt Securities first reported a position in Terex in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Terex position peaked at $2.88K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.