TI
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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
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 $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

Tidal Investments's TEX Position: Q1 2026 in Review

Tidal Investments increased its Terex (TEX) stake by 3,554% in Q1 2026, buying an estimated $12.7M and bringing the position to 211,147 shares worth $12.5M. The position accounts for 0.03% of the portfolio, ranked #484.

Tidal Investments first reported a position in TEX in Q2 2023 and has held it in 9 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Tidal Investments held 211,147 shares of Terex worth $12.5M as of Q1 2026.
  • Tidal Investments bought 205,368 Terex shares in Q1 2026, an estimated $12.7M.
  • Terex made up 0.03% of Tidal Investments's portfolio in Q1 2026, its #484 holding.
  • Tidal Investments first reported a position in Terex in Q2 2023 and has held it in 9 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.