VT
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Vise Technologies’s Terex TEX Stock Holding History

Vise Technologies’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 		$858K Buy
11,859
+3,657
+45% +$229K 0.01% 868
2026
Q1 		$438K Hold
8,202
– – 0.01% 945
2025
Q4 		$438K Sell
8,202
-737
-8% -$37.2K 0.01% 951
2025
Q3 		$459K Sell
8,939
-1,089
-11% -$55.5K 0.02% 703
2025
Q2 		$468K Buy
+10,028
New +$419K 0.02% 671
2024
Q4 		$248K Buy
5,373
+538
+11% +$28K 0.02% 684
2024
Q3 		$256K Sell
4,835
-2,185
-31% -$121K 0.03% 504
2024
Q2 		$385K Buy
7,020
+603
+9% +$35.8K 0.07% 271
2024
Q1 		$413K Sell
6,417
-238
-4% -$14K 0.08% 238
2023
Q4 		$382K Buy
6,655
+2,223
+50% +$115K 0.08% 227
2023
Q3 		$255K Buy
4,432
+398
+10% +$23.7K 0.06% 278
2023
Q2 		$241K Buy
+4,034
New +$200K 0.06% 288

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 $3.38T AUM 44.17% 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

Vise Technologies's TEX Position: Q2 2026 in Review

Vise Technologies increased its Terex (TEX) stake by 45% in Q2 2026, buying an estimated $229K and bringing the position to 11,859 shares worth $858K. The position accounts for 0.01% of the portfolio, ranked #868.

Vise Technologies first reported a position in TEX in Q2 2023 and has held it in 12 quarters since. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Vise Technologies held 11,859 shares of Terex worth $858K as of Q2 2026.
  • Vise Technologies bought 3,657 Terex shares in Q2 2026, an estimated $229K.
  • Terex made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #868 holding.
  • Vise Technologies first reported a position in Terex in Q2 2023 and has held it in 12 quarters since.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.