VCA
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Verdence Capital Advisors’s Terex TEX Stock Holding History

Verdence Capital Advisors’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 		$1.15M Buy
+19,483
New +$1.21M 0.07% 264
2024
Q4 		– Sell
-5,575
Closed -$295K – 665
2024
Q3 		$295K Buy
5,575
+233
+4% +$12.9K 0.02% 525
2024
Q2 		$293K Sell
5,342
-51
-0.9% -$3.02K 0.03% 478
2024
Q1 		$347K Buy
5,393
+40
+0.7% +$2.35K 0.03% 430
2023
Q4 		$308K Buy
5,353
+138
+3% +$7.13K 0.03% 456
2023
Q3 		$301K Sell
5,215
-1,185
-19% -$70.6K 0.03% 430
2023
Q2 		$383K Sell
6,400
-726
-10% -$36K 0.04% 361
2023
Q1 		$345K Sell
7,126
-2,641
-27% -$135K 0.04% 377
2022
Q4 		$417K Sell
9,767
-207
-2% -$8.34K 0.05% 310
2022
Q3 		$297K Buy
9,974
+217
+2% +$7.1K 0.04% 377
2022
Q2 		$267K Buy
+9,757
New +$325K 0.03% 417

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

Verdence Capital Advisors's TEX Position: Q1 2026 in Review

Verdence Capital Advisors opened a new position in Terex (TEX) in Q1 2026: 19,483 shares worth $1.15M. The stake represents 0.07% of the portfolio and ranks #264 among its holdings. This is a return to the name: Verdence Capital Advisors previously reported a position in TEX as recently as Q3 2024.

Verdence Capital Advisors first reported a position in TEX in Q2 2022 and has held it in 11 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Verdence Capital Advisors held 19,483 shares of Terex worth $1.15M as of Q1 2026.
  • Terex was a new Verdence Capital Advisors position in Q1 2026.
  • Terex made up 0.07% of Verdence Capital Advisors's portfolio in Q1 2026, its #264 holding.
  • Verdence Capital Advisors first reported a position in Terex in Q2 2022 and has held it in 11 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.