TI
TEX icon

Tidal Investments’s Terex TEX Stock Holding History

Tidal Investments’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 		$15.2M Sell
209,615
-1,532
-0.7% -$95.8K 0.03% 544
2026
Q1 		$12.5M Buy
211,147
+205,368
+3,554% +$12.7M 0.03% 484
2025
Q4 		$308K Buy
+5,779
New +$292K ﹤0.01% 1848
2025
Q1 		– Sell
-5,845
Closed -$270K – 2017
2024
Q4 		$270K Sell
5,845
-1,123
-16% -$58.5K ﹤0.01% 1632
2024
Q3 		$369K Sell
6,968
-2,304
-25% -$127K ﹤0.01% 1519
2024
Q2 		$508K Sell
9,272
-90
-1% -$5.34K 0.01% 1302
2024
Q1 		$603K Buy
9,362
+145
+2% +$8.5K 0.01% 1108
2023
Q4 		$530K Buy
9,217
+1,916
+26% +$99.1K 0.01% 914
2023
Q3 		$421K Sell
7,301
-37,526
-84% -$2.24M 0.01% 918
2023
Q2 		$2.68M Buy
+44,827
New +$2.22M 0.08% 238

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

Tidal Investments's TEX Position: Q2 2026 in Review

Tidal Investments reduced its Terex (TEX) stake by 0.73% in Q2 2026, selling an estimated $95.8K and leaving 209,615 shares worth $15.2M. The position accounts for 0.03% of the portfolio, ranked #544.

Tidal Investments first reported a position in TEX in Q2 2023 and has held it in 10 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Tidal Investments held 209,615 shares of Terex worth $15.2M as of Q2 2026.
  • Tidal Investments sold 1,532 Terex shares in Q2 2026, an estimated $95.8K.
  • Terex made up 0.03% of Tidal Investments's portfolio in Q2 2026, its #544 holding.
  • Tidal Investments first reported a position in Terex in Q2 2023 and has held it in 10 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.